Perficient

NOVEMBER 30, 2020

Today, I will dive into the customer data management challenges financial companies might encounter when starting their personalization journey. Data management in any financial services firm is complex. It’s a data-intensive business. To add to this complexity, much of the data is unstructured.

Management 309

Management Data Analytics Course 309

Perficient

JULY 15, 2020

can leverage the Modern Data Platform approach. This Digital Transformation approach will help enterprises looking to re-platform, helping various Line of Businesses embark on the journey for Self Service Analytics, Modern fully managed Data Platform services etc. We at Perficient leverage Customer Experience Mapping the most.

Data 497

Data Customer Experience Analytics Industry 497

Perficient

AUGUST 23, 2021

Data fuels the engine of the digital economy. Connected experiences, in the context of the customer relationship, are driven by a robust data set that confidently presents integrated, diverse data to enable actionable insights that can be automated across the customer’s journey. by the middle of the 2020s.

Data 508

Data Analytics Trends Fraud 508

PYMNTS

JANUARY 22, 2021

Given the roller coaster ride consumer finances have been on for the last 10 months, managing risk has become critical for financial institutions (FIs), both in terms of rising fraud counts and in terms of rising consumer delinquencies. The AI algorithm constantly updates its data. Driving Actionable Intelligence In Real Time.

Customer Experience 266

Customer Experience Tools Risk Management Data 266

Perficient

FEBRUARY 2, 2021

This is the first in a series of posts around patterns in customer experience as pertains to omni-channel customer service. A Customer Experience Pattern Language. Which brings us to Customer Experience as it pertains to omni-channel customer service interactions. Customer Experience Patterns.

Customer Experience 211

Customer Experience Tools Google Examples 211

Perficient

FEBRUARY 17, 2021

In this blog, we will explore Boomi’s EDI Management Platform and how you can get started with modernizing your EDI network. Boomi’s B2B/EDI Management Platform capabilities. Users can track documents by key number, PO number, customer number, or other document attributes. Now, a single process can use multiple VANs.

Management 340

Management Customer Experience Technology Innovation 340

Perficient

AUGUST 28, 2020

It has been written in Utility industry publications that there is an enormous opportunity to marry Operational Technology and key Finance systems and use emerging technologies such as predictive analytics to build Data that Utility executives can strategically model with and plan to ensure the best and most efficient customer experience.

Analytics 340

Analytics Company Data Comparison 340

South State Correspondent

AUGUST 15, 2022

The reality is that banks don’t think from the customer’s perspective enough. The customer experience is horrible for many bank processes. Not understanding your customer can lead to a brand and products misaligned with the customer’s needs resulting in an erosion of a bank’s competitive position.

Customer Experience 195

Customer Experience Training Strategy Data 195

South State Correspondent

AUGUST 15, 2022

The reality is that banks don’t think from the customer’s perspective enough. The customer experience is horrible for many bank processes. Not understanding your customer can lead to a brand and products misaligned with the customer’s needs resulting in an erosion of a bank’s competitive position.

Customer Experience 195

Customer Experience Training Strategy Data 195

Perficient

AUGUST 3, 2023

Generative AI ingests data and understands guidelines incredibly well; therefore, businesses across industries are jumping to take advantage of all the possible ways the tool can help save them money and create elevated, uber-personalized customer experiences.

Industry 83

Industry Risk Management Customer Experience Fraud 83

Perficient

JUNE 24, 2022

Given the convenience and intuition of such sophisticated virtual assistants, they have proved to be especially useful in enhancing customer service and the overall customer experience. For example, financial institutions can engineer chatbots to approve customers for a loan. Chatbots help boost customer engagement.

Customer Experience 251

Customer Experience User Experience Training Data 251

Perficient

AUGUST 4, 2024

Microsoft’s Azure Integration Services , a suite of tools designed to seamlessly connect applications, data, and processes, is emerging as a game-changer for the financial services industry. This connectivity enhances interoperability, allowing for streamlined operations and improved data flow across various platforms.

Industry 467

Industry Compliance Examples Risk Management 467

Perficient

OCTOBER 18, 2021

Additionally, the more an institution supplies customers with control over how they want to manage their account and be communicated with, the better the outcome from the customer. Customer experience really matters in collections. The creditor who prioritizes the customer always gets paid first.

Strategy 492

Strategy Customer Experience Analytics Groups 492

Bank Innovation

DECEMBER 3, 2019

Banking technology company Finastra is enhancing the rollout of its customer data strategy as clients face new competition. As part of this effort, the London-based company hired Lisa Fiondella as its first-ever chief data officer in November.

Data 243

Data Management Strategy Technology 243

Perficient

DECEMBER 2, 2020

Manage email and app notifications and alerts. Don’t Wreck Your Customer Relationships. There are so many ingredients that make up a reliable customer experience program. A big part of getting it right and creating a loyal customer requires collecting and analyzing many data points. But most fail.

Data 294

Data Customer Experience Case Study Branding 294

PYMNTS

OCTOBER 6, 2020

In a wide-ranging online panel discussion with Karen Webster, five executives across payments and supply chain management offered insight into the pain points exposed by the pandemic. Improving the B2B Customer Experience. The B2B customer experience, noted several panelists, now includes payments.

Customer Experience 211

Customer Experience Payments Online Management 211

Perficient

JULY 18, 2024

Wealth management is evolving rapidly, driven by generational shifts, changing advisor roles, new business models, regulatory demands, and a growing preference for low-cost passive products. Next, we migrated data to a new AWS-hosted client reference database powered by Apache Glue and DynamoDB.

Management 221

Management Data Customer Experience Innovation 221

Perficient

OCTOBER 15, 2020

The world of modern data and analytics continues to evolve and is very exciting. The change really began in earnest about 10 years ago with the introduction of Hadoop and big data processing. While this explosion of data use cases started on premises, it is most certainly migrating to the Cloud as the primary platform.

Analytics 332

Analytics Data Video Big Data 332

Perficient

JULY 1, 2020

The need for a seamless customer experience, speed to market, product and pricing transparency, and value of informational content in the B2B space has grown exponentially, meaning manufacturers have been creating more content and product information for their respective digital networks including one of their key channels– their distributors.

Management 322

Management How To System Guidelines 322

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. They realize that they cannot leave those vast amounts of data unexploited.

Customer Experience 322

Customer Experience Data Analytics Analysis 322

PYMNTS

JANUARY 18, 2021

Such silos prevent treasurers from comprehensively analyzing and gaining insights into companies’ cash flows and expenditures, hindering organizations from operating efficiently and reacting to customers’ needs in an agile manner. Each company’s risk management approach must therefore be tailored to its specific business needs.

Analytics 319

Analytics Data Risk Management Management 319

Perficient

FEBRUARY 11, 2021

It continues to be adopted across various industry and technology verticals – including product information management (PIM). PIM systems are essential to commerce business’s success due to their responsibility of providing updated product data to the commerce websites. Businesses want more automated PIM processes.

Software 508

Software System Management Analytics 508

PYMNTS

DECEMBER 28, 2020

In fact, forward-thinking retailers are looking at the return process as a chance to create a positive customer experience. According to Optoro Co-Founder and President Adam Vitarello , this is the year returns as part of the customer experience comes to fruition.

Customer Experience 216

Customer Experience Retail America Branding 216

Perficient

MAY 28, 2020

Oracle’s suite of enterprise applications; ERP, SCM, EPM, and Data & Analytics all lead the industry to new fond levels of efficiency and innovation with special focus on the four desired areas of business outcome below; I. Using Oracle Data & Analytics to Manage Business Decisions .

Analytics 340

Analytics Customer Experience Risk Management Mobile 340

Perficient

OCTOBER 20, 2020

Investing in advanced supply chain automation and intelligent order management (OM) systems will not only improve how your organization fulfills against extreme demand but also serves your consumers more effectively in the end. As a result, the customer experience improved and our client saw record sales numbers during the COVID-19 pandemic.

System 324

System How To Customer Experience Meeting 324

Perficient

OCTOBER 13, 2020

Product Information Management (PIM) and commerce go hand-in-hand, and inRiver is the common factor that helps simplify product information for both B2B and B2C shopping channels. We assess your product data, recommend best practices for efficient structuring, and help your business adopt a single source of truth for product information.

Training 508

Training Data US Strategy 508

Perficient

JANUARY 28, 2021

One platform that is a proven solution to enable organizations to manage product data and rich product content in a single source of truth is inRiver’s Product Information Management (PIM) system. Ease of management of technical integration while supporting product content accuracy to multiple stores.

Management 458

Management System Online Customer Experience 458

Perficient

AUGUST 28, 2020

With the Web Push Notifications for Sitecore Module, available on github , you can manage Web Push Notification campaigns directly in Sitecore. The SXA component allows content authors to select the goal using a custom experience button. Refer to guidelines to make sure your messages appear cleanly to users.

Marketing Automation 520

Marketing Automation Marketing Customer Experience Tools 520

Bank Innovation

FEBRUARY 26, 2020

While data aggregators and bankers participating in the forum agreed on the principle that consumers should have the right […]. on Wednesday.

Data 300

Data Washington Industry Customer Experience 300

Perficient

OCTOBER 29, 2024

This year’s event was no exception, showcasing the importance of personalization to the customer, tech-driven relationship management, and AI-driven underwriting processes. Managing this complexity and maximizing the value of this network requires a good business and digital transformation strategy.

Industry 473

Industry Customer Experience Strategy New York 473

Perficient

NOVEMBER 23, 2020

The power of data and artificial intelligence can help us do that.” In an age where 64% of people would consider banking with a tech company, financial services companies are focused more and more on personalized customer interactions. Personalizing the customer experience is no easy task.

Customer Experience 309

Customer Experience Digital Strategies Data Tools 309

Perficient

FEBRUARY 18, 2021

Better data quality due to reduced integrations: . Integrations for foundational data (organization, location, and job function), requisition templates, position/job details, new hires, are no longer needed. This reduces the number of costly data errors that may arise throughout the recruiting, hiring and onboarding processes.

Data 497

Data User Experience Tools Mobile 497

Perficient

JUNE 23, 2020

For manufacturers with complex customizable products with extensive variables, the rules of configuration for those products can be difficult to manage. Without a system to manage the cost effects of these various variables and maintain changes in those values, your business may be resorting to providing complex quotes manually.

Customer Experience 322

Customer Experience Resources System Management 322

PYMNTS

MARCH 20, 2020

Open banking’s impact on small- to medium-sized businesses (SMBs) continues to proliferate as traditional financial institutions (FIs) embrace the opportunity to unlock data for third-party platforms. ’s experience is quickly influencing the way SMB lenders approach open banking in other markets like the U.S. .’s

Lending 233

Lending Data User Experience Fraud 233

Perficient

APRIL 2, 2021

It involves using software to analyze both structured and unstructured data (i.e., email, text, audio data), with the aim of identifying fraud or anomalous transactions. Personalization of Customer Services. Risk Management. AI may be used to augment risk management and control practices. Credit Decisions.

Regulation 309

Regulation Industry Risk Management Analysis 309

Bank Innovation

APRIL 16, 2020

Data aggregator Envestnet Yodlee announced another partnership with a major financial institution today, this time with the broker-dealer giant Charles Schwab.? “[Schwab] clients are going to have more consistently reliable data access because the data comes through an API instead of screen scraping,” said Brian Costello, vice president of data strategy (..)

Data 259

Data Strategy Customer Experience Management 259

South State Correspondent

JUNE 20, 2024

Banks don’t have enough product managers. A manager may oversee the operation of a product, but few banks have product managers who drive product development and performance. This article further explores what it means to be a bank product manager. What is Bank Product Management?

Management 195

Management Training Strategy Compliance 195