PYMNTS

SEPTEMBER 17, 2020

The pandemic has reshaped how we interact with merchants — and what we expect, as customers, from those increasingly digital interactions. Call it the transformation of CX, shorthand for the customer experience.

Customer Experience 254

Customer Experience Cards Analytics System 254

Perficient

APRIL 24, 2024

Uncovering the Challenge: Relying on Spreadsheets for Portfolio Analysis A leading wealth and asset management firm recently sought our financial services expertise for a critical challenge. Customer Experience: Understanding advisors’ and managers’ needs, we tailored solutions to elevate service and engagement.

Strategy 440

Strategy Data Analysis Operations 440

PYMNTS

OCTOBER 8, 2020

As cloud technologies emerge to help financial institutions (FIs) drive digital innovation, Finastra has introduced its Fusion Payments To Go offering for small and medium-sized banks. In addition, Monese adopted Thought Machine’s cloud banking platform. Monese Adopts Thought Machine’s Cloud Banking Platform.

Innovation 301

Innovation Technology Fintech Payments 301

Chris Skinner

JULY 19, 2017

I just attended an EFMA conference where the opening presentation talked about the most innovative banks in the world. 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

Bank Innovation

APRIL 5, 2019

commercial banks are increasingly looking to fintechs to improve customer experience. commercial banks are considering new fintech partnerships for improving either customer experience or security, and in some cases -- both. Customer experience has increasingly become a central theme in banking, both retail […].

Customer Experience 199

Customer Experience Fintech Report Retail 199

Perficient

JUNE 24, 2020

For those not familiar with the company, Nuxeo is the developer of a content services platform that combines enterprise content management (ECM) and digital asset management (DAM) functionality. It has an incredible list of customers. The podcast is hosted by Alan Porter, Nuxeo’s director of product marketing.

Customer Experience 332

Customer Experience Maine Course Industry 332

Perficient

JANUARY 21, 2025

The insurance industry in 2025 is at a pivotal point, with key digital insurance trends leading the charge in transforming how carriers operate and interact with customers. Carriers must innovate, adapt to these changes, and leverage new technologies to maintain a competitive edge.

Trends 221

Trends Customer Experience social media Innovation 221

Bank Innovation

MARCH 6, 2020

In this episode, editors discuss the following news developments: How embedded finance can expand into new areas; How banks are taking inspiration from startups in developing customer experience; and How nonbank lenders are tailoring their offerings for […].

Innovation 273

Innovation Customer Experience Video Management 273

Perficient

MARCH 10, 2021

podcast , we interview Jeff Small, Director of Mobile Product Strategy at Perficient about the evolution of digital product management and how organizations can think about digital products as a transformational strategy. Listen Now! In Episode 5 of the What If? Click The Player To Listen to Episode 5 Now. Meet the Hosts.

Strategy 493

Strategy Digital Strategies Customer Experience Leadership 493

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. This powerful capability equips wealth management partners to support clients more efficiently and build a competitive advantage.

Management 221

Management Data Customer Experience Innovation 221

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

PYMNTS

DECEMBER 9, 2020

There’s a huge opportunity [in B2B payments] for businesses that have traditionally focused on the consumer,” David Disque , president of Corporate Spending Innovations (CSI), said in an interview with Karen Webster. While an attractive proposition, the shift into the B2B world can’t happen at the flip of a switch.

Innovation 297

Innovation Fintech Cards Payments 297

Perficient

OCTOBER 24, 2024

As noted at the time by the OCC, advances in computing capacity, increased data availability, and improvements in analytical techniques have significantly expanded opportunities for banks to leverage AI for risk management and operational purposes. Hsu highlighted that each phase requires different risk management strategies and controls.

Regulation 221

Regulation Risk Management Compliance Fraud 221

Perficient

AUGUST 4, 2024

Customer Relationship Management (CRM) Enhancement Financial organizations can enhance their CRM systems by integrating them with Azure Logic Apps, Azure Functions, and Azure Service Bus. This integration ensures that payment data is transmitted securely and efficiently, enhancing the customer experience and reducing transaction times.

Industry 467

Industry Compliance Examples Risk Management 467

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

Bank Innovation

JANUARY 13, 2020

Alvaro Teixeira, executive vice president and head of customer value management at HSBC Bank USA, will attend Bank Innovation Ignite this March 2-3 in Seattle. I’m excited to join Bank Innovation Ignite to dive further into how technology […].

Innovation 221

Innovation Case Study Seattle Study 221

Perficient

JANUARY 5, 2021

Perficient’s AVPs represent a cross-section of the firm’s end-to-end digital consulting portfolio, and will provide leadership and strategy for areas including management consulting, cloud platform solutions and integration technologies, custom software development and mobile solutions, and optimized global delivery capabilities.

Leadership 531

Leadership Denver Charlotte Ohio 531

PYMNTS

JANUARY 6, 2021

And according to Doug Brown, senior vice president and general manager of digital banking at NCR , simplicity and innovation have turned what could have been a disastrous year into a transformational pivot for the better. Brown said in a recent conversation with PYMNTS’ Karen Webster. “So So we led with technology.”.

Innovation 318

Innovation Data Examples Community Bank 318

Perficient

JULY 15, 2020

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. Pain points Technical personas experience are.

Data 497

Data Customer Experience Analytics Industry 497

Perficient

FEBRUARY 7, 2021

Attending to these enhancements while anticipating future needs will require retailers to develop even greater agility and innovation across their fulfillment models. Anticipating Customer Needs and Wants. Later innovations added more elements and increased tier coverage. In the Tolerance Zone.

Meeting 348

Meeting Customer Experience Branding Innovation 348

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

MARCH 23, 2021

I am looking forward to hearing from Oracle over the next couple of days at Oracle Health Sciences Connect about the roadmap for Clinical One and Safety One, in addition to customer experiences so far. Other topics being presented at Oracle Health Sciences Connect include: Trial Management. Signal management.

Customer Experience 309

Customer Experience Analytics Study Meeting 309

Bank Innovation

APRIL 1, 2019

Phil Beck, Head of Treasury Management at Capital One, is almost a year into his job at the McLean, Virginia-based bank, where his focus has been getting commercial banking up to speed with the digital economy.

Customer Experience 186

Customer Experience Capital Virginia Management 186

Perficient

JANUARY 12, 2021

Banks will spend a significant amount of time and money in 2021 to create that compelling customer experience. Smaller financial institutions will have to be more innovative and rely on third parties and as-a-service based solutions to specifically address the needs of the niche market they are servicing. reached 31.7

Trends 332

Trends Fintech Customer Experience Innovation 332

Bank Innovation

MARCH 6, 2020

In this episode, editors discuss the following news developments: How embedded finance can expand into new areas; How banks are taking inspiration from startups in developing customer experience; and How nonbank lenders are tailoring their offerings for […].

Innovation 195

Innovation Customer Experience Video Management 195

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

PYMNTS

MARCH 17, 2020

Simply put, the back-office systems are ill-equipped to handle the demands of technological innovation, especially as financial services cross channels. You want to provide your customer with new and differentiated services, but at the same time, there are limitations to systems’ ability to scale without affecting stability or performance.”.

Innovation 228

Innovation Payments System Security 228

Perficient

SEPTEMBER 21, 2023

The ability for intelligence automation tools to be able to quickly and accurately grab the most relevant and accurate information regarding a customer’s inquiry, sales deal, or more is based on many data-readiness factors. Data-readiness factors may include: Data cleanliness – Do we have a unified view of our customers?

Data 491

Data Tools Customer Experience Security 491

Perficient

SEPTEMBER 15, 2020

Savvy healthcare innovators leverage the power of consumerization by first observing what works in domains outside of their own, and then adapting those successes to address their own challenges. What might you learn from studying emerging innovations used by virtual personal trainers, e-learning platforms, or even credit card companies?

User Experience 427

User Experience Innovation Branding Customer Experience 427

Perficient

FEBRUARY 24, 2021

In a world where retail has changed and consumers remain at home, how do brands reimagine the task of getting products to customers? podcast , we interview Jon Bostock, best-selling author, innovator, co-founder and CEO of Truman’s and learn how brands that innovate will win in a rapidly changing digital-first economy.

Branding 441

Branding Case Study Digital Strategies Strategy 441

Perficient

JUNE 3, 2020

The announcement this week from AWS and Red Hat to bring managed OpenShift to AWS cloud has me thinking about other great combos such as chips and salsa, or the sun and moon, or Simon & Garfunkel. I love when complementary partners pair up to deliver something creative and innovative for businesses. Customers are the winners here.

Customer Experience 443

Customer Experience Technology Innovation System 443

Perficient

FEBRUARY 15, 2021

Attending to these enhancements now while anticipating future needs will require retailers to develop even greater agility and innovation across their fulfillment models. Anticipating Customer Wants and Needs. Later innovations added more elements and increased tier coverage. In the Tolerance Zone.

Meeting 428

Meeting Study Branding Innovation 428

Perficient

AUGUST 26, 2020

B2B organizations need to incorporate technologies that provide direct access to both the product and the customer to thrive during this pandemic, and having connected inventory and integrated product data can benefit both your internal teams and your customers. Personalize the Customer Experience.

How To 420

How To Customer Experience Online Analytics 420

Bobsguide

APRIL 28, 2020

With online banking constantly evolving, the industry and its disruptors continue to spearhead customer experience (CX) innovation and shake up the status quo. The financial services sector is a pioneer of digitalisation. As digital offerings from FS organisations become increasingly.

Management 167

Management Customer Experience Innovation Online 167

PYMNTS

MARCH 12, 2019

Innovation has always been important for community banks, but the driving force of digitization over the last decade has greatly sped up the pace, said Kevin Tweddle, chief innovation officer for the Independent Community Bankers of America ( ICBA ). Innovating for Community Banks.

Community Bank 205

Community Bank Community Innovation Fintech 205

Perficient

NOVEMBER 23, 2020

Lisa Frazier, Head of the Wells Fargo Innovation Group. Financial services companies say the top two challenges facing them are acquiring new customers and creating personalized experiences. Personalizing the customer experience is no easy task. The power of data and artificial intelligence can help us do that.”

Customer Experience 309

Customer Experience Digital Strategies Data Tools 309

PYMNTS

MAY 1, 2020

The presence and curation of FinTechs is growing … and we are leveraging the technologies offered by FinTech players to enhance customer experience. Consumer trust is crucial to open banking efforts, Munyuki said, especially as initiatives such as GDPR and PSD2 shift how customers feel about and interact with their banks. “As

Innovation 245

Innovation Regulation Digital Banking Security 245