Financial Services

Register to Hear About Our Customer Intelligence Framework for Financial Services Companies

On The Spot Updates Using Smart Technology

In a race to gather, analyze, identify, and personalize messaging for customers to capture, acquire, and maintain customer relationships, organizations need a clear vision and strategy about their customers.

There are two parts of that strategy:

  1. Customer experience with an emphasis on design and empathy
  2. Customer intelligence with an emphasis on analytics and data

 

 

Next week, I, along with Perficient’s Financial Services Chief Strategist Scott Albahary, will be presenting a webinar “The Secret to Acquiring and Retaining Customers in Financial Services.” It will emphasize creating a six-tiered framework that enables the ability to capture, clean, and maintain customer information.

The customer intelligence framework can support the data-driven decision-making process for any line of business, as well as customer service, marketing, and product teams. The framework helps articulate business strategies in terms of customer intelligence architecture.

I look forward to you joining us.

About the Author

Arvind Murali is the Chief Data Strategist for Data Governance with Perficient. His role includes defining data strategy and governance to deliver transformative data platforms. Arvind has served as an executive advisor for data strategy and governance to organizations across several industries. Arvind’s dedication to solving challenges and identifying new opportunities has provided valuable business-focused results for clients, such as providing self-service access to data for global sales teams; helping physicians create informed wellness plans; and delivering insights about current supply chain inventories. He is a passionate Vlogger on YouTube and discusses real-world insights, data platform trends, and the importance of governance as big data continues its exponential growth.

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