Perficient

MARCH 17, 2025

Our experts have identified the most impactful trends across banking , wealth and asset management , and payments. This blog brings together these insights, presenting the top financial services trends for 2025.

Trends 221

Trends Analytics Compliance Strategy 221

Perficient

MARCH 8, 2023

Fortunately, most societies today don’t legally bar women from partaking in these tasks, but the ancient history of shutting doors on women seeking greater financial control has left an undeniable gender gap in the world of financial services and a lingering, detrimental attitude that money management is a man’s job. households.

Innovation Strategies 275

Innovation Strategies Study Marketing Strategy 275

Perficient

DECEMBER 3, 2020

My last blog dove into the customer data management challenges financial companies might encounter when starting the personalization journey. Today, I’ll address customer intelligence and the benefits it provides. There are many great personalization use cases being thought about now in financial services.

Customer Experience 322

Customer Experience Data Analytics Analysis 322

Accenture: Banking

MARCH 20, 2017

In the new world of digital payments, many technology developments are driven by customer experiences. Banks are investing heavily in technological innovations and Fintech relationships to provide better payments experiences to their customers. Read the full report.

Customer Experience 156

Customer Experience Payments User Experience Innovation 156

Accenture: Banking

MARCH 20, 2017

In the new world of digital payments, many technology developments are driven by customer experiences. Banks are investing heavily in technological innovations and Fintech relationships to provide better payments experiences to their customers. Read the full report.

Customer Experience 153

Customer Experience Payments User Experience Innovation 153

Perficient

DECEMBER 2, 2020

In a new episode of Becker’s Healthcare Podcast, Paul Griffiths , General Manager of Digital Health Solutions, joins Brian Zimmerman, Custom Content Editor with Becker’s Hospital Review. Who owns the patient experience in a health system. LEARN MORE: Explore the blog series Paul mentions in this episode.

System 348

System Management Technology Customer Experience 348

Abrigo

FEBRUARY 26, 2025

Data-driven personalization , using customer insights to offer relevant financial products at the right time. Investing in digital solutions not only improves the customer experience but also positions community banks as forward-thinking financial partners. Grow your portfolio. Support your community.

Community Bank 195

Community Bank Community Strategy Analytics 195

Perficient

MARCH 11, 2021

In a recent episode of Becker’s Healthcare Podcast, Paul Griffiths , General Manager of Digital Health Solutions, joins Brian Zimmerman, Custom Content Editor with Becker’s Hospital Review. Who owns the patient experience in a health system. LEARN MORE: Explore the blog series Paul mentions in this episode.

Management 309

Management System Technology Customer Experience 309

Perficient

FEBRUARY 18, 2021

The following is the first in a series of blogs about how a center of excellence can help you unlock the potential of your people. Oracle Talent Acquisition Cloud (OTAC), also known as Taleo, has long been considered a global leader in talent solutions.

Data 497

Data User Experience Tools Mobile 497

Perficient

DECEMBER 15, 2020

The nonprofit’s initiative is a robust experience that includes an interactive map of over 95 Legacy Cities and gives users the tools such as filters and controls to navigate the map and manage and manipulate large amounts of data.

Tools 475

Tools Policies Industry Community 475

Perficient

FEBRUARY 12, 2021

My previous blog covered how HR and technology can help improve your employee engagement through artificial intelligence. This blog explores how leadership can help kick off their commitment from the new hire’s onboarding stages. Helping bridge the transition is the onboarding process. Keep it simple. Make it personal .

Conference 340

Conference Video Branding Meeting 340

Accenture: Banking

MARCH 6, 2020

To respond effectively, they need to attain a similar degree of agility throughout their onboarding and customer lifecycle management (CLM) processes—enabling them to protect their revenue base, bring innovative products to market faster and deliver market-leading customer experiences. Achieving this means overcoming….

Customer Experience 195

Customer Experience Innovation Management Marketing 195

Perficient

MAY 28, 2020

With the easy to use interface and unique layer cake design, implementation could be done in a few different ways, so it was fun to discuss how and why each way was best.” — Lindsay Denton , Project Manager, Healthcare. This has proven to be the best learning experience of my life.” — Udy Sharma , Director, Automation.

Leadership 467

Leadership Groups Management DC 467

Abrigo

OCTOBER 20, 2020

The banking industry has faced many challenges in 2020, from transitioning to CECL, managing Paycheck Protection Program loans, and navigating an unprecedented economic recession. More than 500 banking professionals across the country gathered for a two-day 2020 ThinkBIG: Manage Risk. Plan for new technology and innovations.

Management 195

Management Lending Community Strategy 195

Perficient

AUGUST 12, 2020

Change Management for Teams to Realize ROI , presented by Perficient Management Consulting Principal and Organizational Change Management Chief Strategist, David Chapman. For more insights from our Microsoft leaders, please check out our Microsoft blogs or have a look through our webinars. Other Microsoft Insights.

Management 332

Management Meeting Tools Technology 332

Accenture: Banking

JULY 8, 2019

As personal banking experiences continue to drive up the expectations of small- and medium-sized (SME) banking customers, many questions are arising for banks in this marketplace. To experience the full scope of the discussion, listen here. These are business-critical decisions.

Tools 150

Tools Management Technology Customer Experience 150

Perficient

OCTOBER 7, 2020

Then, click the Blog Website. Open Content Management in the top left corner. After clicking on Integration , you can access a set of instructions with a JavaScript code by clicking the “ Click here ” button. Open your B2B Commerce Cloud website admin panel and make sure that Content Editor is clicked on.

Tools 508

Tools Online Resources US 508

Perficient

DECEMBER 8, 2020

My previous blog analyzed customer intelligence and the benefits it provides. This blog will show the benefits of personalization and outline what’s required to implement a personalization program. 81% increase in customer retention. 87% increase in customer engagement. 75% increase in sales conversions.

Analytics 309

Analytics Leadership social media Data 309

Perficient

MARCH 3, 2023

In our first blog in this series, Blockchain: The Secret Sauce to Supply Chain Visibility , we covered why visibility is so crucial in the supply chain for all parties and gave examples of firms using distributed ledgers to help improve customer service, reduce inventory costs, provide proactive status updates, and help mitigate risk.

blockchain 275

blockchain Management Regulation Resources 275

Perficient

JULY 12, 2022

Across financial services – industries such as banking, wealth management, and insurance – the need for greater personalization has been a theme for several years. In the financial services industry, security, stability, and protection are foundational brand values from which to deliver customer experiences.

Industry 294

Industry Branding Customer Experience Marketing Automation 294

Perficient

AUGUST 5, 2020

With our team’s help, the client has been able to transition a significant portion of their userbase to a named user system and allowed us the opportunity to help develop the tools that their clients will use to manage these users.” — Austin Spinazze, Associate Technical Consultant. “I Engaging Leadership Inspires Collaboration and Teamwork.

Technology 441

Technology Austin Leadership US 441

Accenture: Banking

OCTOBER 25, 2022

In that spirit, I’m turning my blog over to my colleague Steven Smith for this post on the once-in-a-generation opportunity emerging in retail banking right now. Steve is a managing director at Accenture and our…. The post Why retail banking presents rare opportunities right now appeared first on Accenture Banking Blog.

Retail 222

Retail Management Customer Experience Innovation 222

Chris Skinner

JULY 19, 2017

Here’s the result: Dronn Agent from Alior Bank Dronn is an intelligent virtual agent designed to communicate with customers verbally and guide them through a personalised conversation in a set of carefully selected use cases.

Innovation 298

Innovation Capital Conference Customer Experience 298

Perficient

JULY 11, 2023

Document creation and management is a crucial part of their operations. In this blog post, we will explore how OmniStudio empowers document generation across a range of industries, enhancing efficiency, accuracy, and compliance. For Word/PPT documents, you can simply replace the old file with an updated file.

Industry 346

Industry Data Management Meeting 346

William Mills

APRIL 26, 2017

William Mills Agency will be live blogging at FinovateSpring 2017. William Mills III, Chief Executive Officer of William Mills Agency is live blogging today at FinovateSpring 2017. Harnessing data science and deep marketing expertise, he and his team deliver analytics-driven Customer Experience solutions. Stay tuned!

social media 68

social media Customer Experience Marketing Strategies Strategy 68

Abrigo

SEPTEMBER 2, 2020

Without the ability to have face-to-face branch interactions due to the coronavirus, it became imperative for financial institutions to serve customers effectively through digital channels. See how digitization can improve customer experiences. Credit Risk Management. learn more. C&I Loans. Lending & Credit Risk.

Lending 259

Lending Community San Antonio Survey 259

PYMNTS

NOVEMBER 12, 2020

The London-headquartered startup is striving to help startups and other firms “prototype, launch and scale financial products within their own customer experience.”. Michael Meyer , co-managing Partner of MiddleGame Ventures , said Railsbank “has the best team in open finance” and the company has “explosive potential.”

US 220

US Capital Leadership Customer Experience 220

Perficient

AUGUST 31, 2020

You are probably seeing the pain points for both your contact center and your customers more clearly than ever. You can find plenty of blogs and articles discussing all the ways COVID has caused disruption in the customer engagement space: long waits, remote agents, overwhelmed capacity, and on-premise limitations to name a few.

Innovation 369

Innovation Video Strategy Customer Experience 369

William Mills

SEPTEMBER 25, 2018

Voice reads key and then can access the dashboard manager where you can then log into a variety of apps like Credit Karma, Amex, Bank, etc. VoiceBiometrics, Password Manager, voice driven payments, digitizes ID’s, (not a digital ID), They are an identity provider. ^DG. Fortress ID is a password manager. 09:34 am Cashoff.

Mobile 79

Mobile Customer Experience Lending Analytics 79

Perficient

OCTOBER 15, 2020

The OCI Streaming Service is fully managed so companies don’t have to worry about the complexity and operational burden of running all their data streams. OCI Streaming Service and Kafka Connect – excellent Oracle blog on use cases, set up and benefits of OCI Streaming Service and Kafka Connect.

Analytics 332

Analytics Data Video Big Data 332

Perficient

DECEMBER 22, 2023

This blog was co-authored by: Ashley Simmons In conversations with financial services executives, Perficient consultants consistently delve into the application and usage of artificial intelligence (AI) within the industry. A pivotal aspect of this conversation revolves around the regulatory perspective toward AI.

Risk Management 221

Risk Management Compliance Fraud Operations 221

Cisco

DECEMBER 21, 2020

As you read in part one of this blog, due to the pandemic and the resultant exponential increase in digital transactions, Customer Experience is far more paramount than ever before, across all demographics. How will developers manage container platforms across multiple clouds? Impact of the Multi-cloud environment on CX.

Customer Experience 90

Customer Experience Innovation Policies Security 90

PYMNTS

JANUARY 31, 2018

In what was described by eBay as an effort to improve customer experience and offer sellers a more competitive cost structure, eBay announced news on Wednesday (Jan. The company said eBay sellers will not need to change their accounts and can log in and manage listings on a daily basis.

Payments 149

Payments Customer Experience Risk Management Data 149

Abrigo

MAY 24, 2024

Takeaway 1 Implementing the FedNow Service can help reduce interbank obligations, expand market reach, and enhance customer experiences. This blog outlines five essential steps and considerations for an effective FedNow implementation. Would you like other articles like this in your inbox?

How To 243

How To Fraud Resources Georgia 243

South State Correspondent

JANUARY 23, 2023

ChatGPT is a powerful language model that can understand a variety of languages, including emojis, that can assist banks with increasing the productivity of bankers, improving their customer experience, automating repetitive tasks, and providing personalized financial advice to customers.

Tools 370

Tools Examples Data Analysis 370

Perficient

JULY 27, 2020

In a previous blog, Digitally Catering to New Customers Post-COVID , I explored the impact COVID has had and is continuing to have on B2B healthcare organizations, specifically in areas such as commerce and site traffic for organizations that sell health/wellness products. Are you currently able to accept credit cards?

Analytics 332

Analytics Technology Strategy Taxes 332

South State Correspondent

APRIL 23, 2024

Banking has a similar physics problem when management juggles strategy, risk/profitability, and customer behavior. This article will discuss the challenge of managing three potentially opposing forces and look towards physics to help us solve the mystery. Here, customer behavior is known, monitored, and managed.

Risk Management 195

Risk Management Strategy Management Customer Experience 195