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 I have helped my colleagues in building their career.

Technology 441

Technology Austin Leadership US 441

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

Perficient

SEPTEMBER 21, 2023

The Data: The Gas That Makes the AI Go What good is a stand-alone AI tool for businesses if it isn’t grounded in trusted, contextual data? If the tools we use for intelligence automation are not built around our customers, we will not be providing a truly personalized user experience.

Data 491

Data Tools Customer Experience Security 491

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. Delivering these tailored experiences will be a crucial differentiator for banks aiming to attract and retain customers.

Banking Trends 221

Banking Trends Trends Digital Banking Customer Experience 221

Perficient

MARCH 17, 2025

The financial services sector is experiencing transformative changes driven by technological advancements and innovative trends. This comprehensive approach will be crucial for attracting and retaining customers, fostering loyalty, deepening engagement, and driving long-term growth.

Trends 221

Trends Analytics Compliance Strategy 221

PYMNTS

JULY 1, 2019

Unfortunately, FIs are often caught between balancing more stringent security tools and offering the seamless experiences consumers crave. Modern customers are much more likely to grow frustrated by lengthy processes and switch to other banks, after all. Biometrics and the Benefits for Security .

Customer Experience 187

Customer Experience Tools Fraud Security 187

Perficient

MARCH 25, 2021

Collections and loss mitigation functions have historically had underinvestment in terms of technology – banks should ask, “Can I afford not to any longer?”. Retention and brand loyalty can be improved by helping to resolve delinquencies for customers.

Tools 493

Tools Technology Strategy Branding 493

Perficient

NOVEMBER 6, 2020

Whether you’re checking your bank balance, getting an oil change, or enjoying another curbside pickup for Taco Tuesday, everyone loves a great customer experience. And if you’re on the other side of that exchange, everyone wants to make their customers happy and coming back for more.

Customer Experience 427

Customer Experience UX User Experience Branding 427

PYMNTS

DECEMBER 22, 2020

It's no secret that restaurants have been hurting since the pandemic caused a seismic, almost-overnight shift in their customer engagement strategies. Many QSRs are up to the test, however, and are looking to digital tools to help them on the road to recovery.

Customer Experience 162

Customer Experience Tools New York Strategy 162

Perficient

MARCH 5, 2025

Efi shares her journey from Wall Street to becoming a leading voice in financial technology and innovation. This shift is driven by advancements in technology and changing consumer expectations. However, she stresses that simply using AI as a tool is not enough. One of the key topics Jim and Efi discuss is everywhere banking.

Fintech 221

Fintech Meeting Financial Technology Trends 221

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

AUGUST 4, 2024

In today’s rapidly evolving digital landscape, financial services organizations are increasingly relying on cutting-edge technologies to stay competitive and deliver exceptional services to their clients. API Management benefits your products & customers as much as it benefits your development teams.

Industry 467

Industry Compliance Examples Risk Management 467

Perficient

APRIL 14, 2022

The connection between technology and consumers in the insurance industry has never been more relevant. Although the insurance industry was already facing rising competition and customer expectations, the global pandemic forced our industry to take legacy processes and technologies, and transition to “digital” seemingly overnight. .

Strategy 332

Strategy Tools Industry Data 332

Perficient

SEPTEMBER 10, 2020

At the same time, digital has never before offered the ability to address customer needs to the extent possible today. But becoming digital is not just about adopting the latest technology. That means having the humility to recognize gaps in your understanding of customers’ needs (especially since those needs are changing rapidly).

Digital Strategies 405

Digital Strategies Strategy Customer Experience Leadership 405

Perficient

JANUARY 20, 2021

In fact, massive customer service teams have played an essential role for decades. What’s changed are customer expectations. They’re significantly higher because of advancing technology and experiences consumers encounter with brands outside the industry. How Financial Service Institutions Can Bridge the Gap.

Customer Experience 348

Customer Experience Branding Video Industry 348

Perficient

JULY 15, 2020

Marry in people, process and technology and you have Producers and Consumers with a great value add. The explosion of data and advances in digital technologies has completely disrupted our industry as service / solution providers. We at Perficient leverage Customer Experience Mapping the most. Technology debt.

Data 497

Data Customer Experience Analytics Industry 497

Perficient

FEBRUARY 16, 2021

Over half of our OM clients leverage SAP for their ERP and financials as their back-end, but augment OM capabilities with another technology to stay ahead of the competition and handle the complex business models that come with an omnichannel environment. How We Can Help.

Management 309

Management User Experience Customer Experience Strategy 309

Perficient

NOVEMBER 23, 2020

These two things – customer willingness to share information, and the industry’s increasing need to be more relevant for a customer – are driving interest and investment in technologies like artificial intelligence, machine learning, and smart personalization. Personalizing the customer experience is no easy task.

Customer Experience 309

Customer Experience Digital Strategies Data Tools 309

Bank Innovation

JANUARY 7, 2020

While third-party personal finance apps have garnered attention through direct-to-consumer offerings, HT Mobile Apps is looking to reach more users by offering savings and financial literacy tools to partner institutions. The eight-year-old company is working with banking technology giant FIS to reach new financial institutions.

Tools 221

Tools Mobile Technology Company 221

Perficient

AUGUST 26, 2020

For instance, businesses that sell complicated healthcare products such as hospital beds or surgical tools have had to transition to an online sales process as opposed to in-person pitches within a facility. Integrating the Right Technology. Personalize the Customer Experience.

How To 420

How To Customer Experience Online Analytics 420

Perficient

SEPTEMBER 28, 2020

In other words, how to create your plan by making critical decisions from a business and technology standpoint. Think of it in terms of some friendly descriptors: Explore: explore options, define your customers’ experience, understand what you are trying to achieve. Experience. Do they need sales tools?

Strategy 309

Strategy Tools Operations Customer Experience 309

Perficient

OCTOBER 19, 2020

Financial institutions need to use videos that create a human connection and speak directly and personally to the customer. Contact: Sales teams need to use digital tools to connect with clients (e.g., Video tools such as Zoom and Microsoft Teams provide greater personalization and interaction with the customer than phone calls.

Video 520

Video Security Tools Strategy 520

South State Correspondent

FEBRUARY 4, 2025

In this article, we highlight some Gen AI strategy insights for community banks and provide tools to help bankers advance their programs. The overarching goal of the document is to align the organization, so each business line does not go off in different directions sourcing their own Gen AI tools.

Community Bank 195

Community Bank Strategy Community Tools 195

Perficient

MARCH 12, 2021

When you understand the cost of conducting business with your channel, you have the opportunity to not only fund the investment of creating a portal but also align the necessary capabilities and technology that will support your efforts to reach your goals. Having the Right Processes, Tools, and Resources.

Marketing Strategies 531

Marketing Strategies Strategy Marketing Resources 531

Perficient

DECEMBER 19, 2023

In today’s competitive landscape, prioritizing customer experience is essential for success, making it crucial for organizations to choose the right professional services partner to help them deliver exceptional experiences that meet customer expectations. ” What Does This Mean for Our Clients?

Report 251

Report Customer Experience Innovation Strategy 251

Perficient

AUGUST 24, 2020

Systems: What technology do you have today? You can use a variety of tools and research to get this insight. How happy are your customers? If you are talking Customer Experience then focus on that. External surveys to gauge how your customers feel. What are the technologies that are used in this area?

Strategy 322

Strategy Analytics Customer Experience Exercises 322

Perficient

MAY 28, 2020

While it’s true that 5G has the potential to profoundly change the banking industry and be a more significant transformation for mobile technology than earlier generations, it’s also true that potential use cases, from connected payments to augmented reality, are unlikely to take place immediately. Dust Off Those Old App Ideas.

Mobile 340

Mobile Customer Experience Tools Data 340

Perficient

JUNE 15, 2020

As mentioned, most marketers immediately think of AI and technology tools including live chat, chatbots, and social monitoring. Yes, those tools are great at enabling conversational marketing to help foster interactions between companies and consumers that mimic human dialogue and do so at scale.

Meeting 443

Meeting Marketing User Experience Marketing Strategies 443

Perficient

OCTOBER 20, 2020

Having the most updated platform and technology stack possible is extremely important to take on holiday traffic. Your business’s technology infrastructure will need to be scalable to measure the surge of holiday sales, such as Black Friday where orders and online traffic will peak. Implementing Tools to Keep Users Updated.

Online 484

Online Mobile Management Retail 484

Perficient

AUGUST 4, 2023

In today’s rapidly advancing technology landscape, businesses face a profound revolution in operations, customer interactions, and innovative endeavors. These scenarios include enterprise transformation, customer experience (CX) transformation, data and analytics transformation, and infrastructure and operational transformation.

Digital Strategies 419

Digital Strategies Strategy Report Customer Experience 419

Perficient

AUGUST 13, 2020

The most important takeaway businesses are learning is that the ability to adapt during unprecedented times is key, and many businesses without an OM system are experiencing challenges such as loss of revenue, negative customer experience, loss of customers to the competition, and margin erosion due to COVID-19.

Management 309

Management System Customer Experience Technology 309

Bank Innovation

JUNE 11, 2019

As consumer-facing brands roll out augmented reality and virtual reality tools to improve the customer experience, financial services companies are just beginning to test their capabilities -- with mixed results.

Customer Experience 199

Customer Experience Tools Branding Retail 199

Perficient

OCTOBER 24, 2024

This mitigates the risk of customer service representatives providing incorrect information and ensures compliance with regulatory disclosures, ultimately enhancing the overall customer experience while reducing costs. Hsu discussed the systemic risk implications of AI in banking and finance using a “tool or weapon” approach.

Regulation 221

Regulation Risk Management Compliance Fraud 221

South State Correspondent

JANUARY 23, 2023

In three months, it has become the primary tool of many bankers, helping make banks more efficient across the organization. Our innovation working group, called Spark, has been playing with the tool for the past several months, and this article details how we use it to jump our productivity by 20%.

Tools 370

Tools Examples Data Analysis 370

Bank Innovation

NOVEMBER 5, 2019

TD Bank is testing new AI-based personalization capabilities within its mobile app, thanks to technology from Layer 6, an AI company it acquired in 2018.

Customer Experience 218

Customer Experience Tools Mobile Technology 218

Perficient

JULY 12, 2022

In the financial services industry, security, stability, and protection are foundational brand values from which to deliver customer experiences. From these key values, customer journeys and the experiences they deliver bring these brand values to life for the consumer. Elements of Delivering a Personalized Experience.

Industry 294

Industry Branding Customer Experience Marketing Automation 294