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Sing It With Me: What’s the Mask Mandate Got To Do With Wealth Management?

Perficient

A survey by market research firm Engine of 1000 individuals who currently use a financial advisor in the United States and Canada provides some quantitative support for what we all felt in our gut: investor communication preferences have undergone a lasting transformation from the COVID-19 pandemic.

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For Customers, UX = XOXO

Jack Henry

As seasoned operations managers, my peers and I settled in for the train wreck we knew was coming. We became much more interested in what our customers had to say and, based on survey results, we began to analyze and improve every area that involved direct customer interaction. Marketing ! But then, something incredible happened.

UX 95
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NEW DATA: 43M Consumers Are Holding Out On Mobile Banking Apps — How Banks Can Change Their Minds

PYMNTS

percent) who do not use mobile banking apps because they are dissatisfied with those apps’ user experience (UX). How can FIs improve their mobile banking apps’ UX shortcomings, and which features will go the farthest in encouraging more of their customers to download and use those apps for their everyday banking and payment needs?

UX 234
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Your Guide to Healthcare Personas

Perficient

What are marketing personas versus UX personas? UX personas expose your audience as complex and emotional human beings who don’t always follow a logical path in making their healthcare decisions. UX personas have a real name – John, Simone, Anita – so that you build a relationship with them. Perhaps: Unengaged Young Millenial.

UX 332
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15 Ways We Are Using ChatGPT in Banking

South State Correspondent

Generate a headline for a landing page based on the following survey results [insert survey results]. How should I pitch treasury management services? What are common UX issues for bank web pages? 6) Write copy based on data: ChatGPT can also analyze data and produce output based on that data.

Tools 370
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Who Owns Digital? Ugh, That’s the Problem for Bankers

Gonzobanker

financial institution executives surveyed for What’s Going On In Banking 2022 , 19% of community banks and 10% of credit unions had not launched a digital transformation strategy prior to this year, and another 15% had no plans to do so. A successful digital product manager knows how to bring order to the chaos of digital transformation.

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Forget ABC: Make ABL a Top Commerce Priority in 2021

Perficient

Surveys – Create surveys that can be sent to customers asking them about your current platform and for their thoughts/suggestions. Here are some ways to think about this: Checkout Feedback – At the end of the checkout process, it’s a good idea to provide users with a small on-site survey on how their ordering experience was.

Training 309