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. But AI, he said, can provide a lot more than that in terms of protecting FIs from risk.

Customer Experience 266

Customer Experience Tools Risk Management Data 266

Perficient

FEBRUARY 16, 2021

Seamless order to fulfillment is the crux of any good experience. A brand’s reputation and longevity, as well customer loyalty and adoption, often hinges on the success of how order management (OM) is rooted in an organization. How We Can Help.

Management 309

Management User Experience Customer Experience Strategy 309

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

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.

Management 340

Management Customer Experience Technology Innovation 340

Perficient

JUNE 5, 2020

After working with many customers in migrating contact centers to Amazon Connect, our team wanted to create a solution that assists in managing custom-developed modules from a unified web-based interface. Updates to custom-developed Amazon Connect components. IVR Prompts Management Module.

Management 348

Management Tools Video US 348

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

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.

Customer Experience 251

Customer Experience User Experience Training Data 251

Perficient

FEBRUARY 27, 2025

Digital transformation will remain a powerful force, with advancements in AI and machine learning enabling unparalleled operational efficiencies and hyper-personalized customer experiences. In 2025, AI will play a pivotal role in customer service, fraud detection, risk management, and personalized financial advice.

Banking Trends 221

Banking Trends Trends Digital Banking Customer Experience 221

Perficient

DECEMBER 14, 2020

Season one will include episodes around: Data and customer experience trends in financial services. The value of data in ecommerce, supply chain, and order management. Data’s influence on customer experience and design. What to Expect in Season 1 of Intelligent Data. The value of data in artificial intelligence.

Data 539

Data UX Big Data Analytics 539

Perficient

AUGUST 13, 2020

However, we’ve seen that having an order management system (OMS) has given some businesses a leg up in avoiding supply chain disruption and continuing to run smoothly during this crisis. COVID-19 has taken businesses by surprise and impacted every single industry. Surviving the COVID Crisis and Overcoming Supply Chain Disruptions.

Management 309

Management System Customer Experience Technology 309

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

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. Previously, I discussed personalization’s future in financial services.

Management 309

Management Data Analytics Course 309

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

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, 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

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

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

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

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

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

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

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

South State Correspondent

OCTOBER 16, 2024

Get A Product Manager, Set a Strategy & Measure Performance The lack of attention on debit cards almost stems solely from the fact that few banks have a debit card product manager, a distinctive strategy, a tactical plan, or a set of key performance indicators that track progress.

Cards 195

Cards How To Fraud ATM 195

Perficient

JANUARY 21, 2025

You May Enjoy: Manage Rising Expenses in Insurance Insurance Trend #2: Digital Distribution Across the Value Chain In 2025, carriers will continue to innovate with new tools and services to interact with customers and producers as roles, sales channels, and client relationships evolve.

Trends 221

Trends Customer Experience social media Innovation 221

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

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

Perficient

MAY 28, 2020

Using Oracle Data & Analytics to Manage Business Decisions . There is a strong need to be agile and scale quickly to better serve customers and employees with innovation. Building Improved Customer Experience and Interaction with Oracle Data & Analytics.

Analytics 340

Analytics Customer Experience Risk Management Mobile 340

Accenture: Banking

JANUARY 23, 2022

From a customer experience perspective, direct investing is nothing new. The market turmoil of 2020-2021, along with an unprecedented surge that has renewed a focus on retail investors, has pushed direct investing platforms into the spotlight.

Retail 359

Retail social media Customer Experience Community 359

Perficient

OCTOBER 20, 2020

Honing in On Order Management and Supply Chain. Invest in your order management and supply chain systems. The more consumers opt for omnichannel delivery such as BOPIS or ship-from-store, the more employees will have to manage where products are coming and going. Implementing Tools to Keep Users Updated.

Online 484

Online Mobile Management Retail 484

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. So how do you embark on this journey?

Data 497

Data Customer Experience Analytics Industry 497

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

DECEMBER 2, 2020

Selecting the right martech solutions for your needs – and finding partners to aid in strategy, implementation, integration, and managed services – is critically important to overall success. Inclusion in this report highlights Perficient’s expertise in implementing and integrating marketing technology.

Technology 322

Technology Marketing Houston Marketing Automation 322

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

Perficient

FEBRUARY 11, 2021

It continues to be adopted across various industry and technology verticals – including product information management (PIM). The process of managing extensive amounts of product information can become tedious and inconsistent, especially when exporting data to various commerce channels. Why it’s Important to Perficient.

Software 508

Software System Management Analytics 508