Erin Moloney

“Retailers are light years ahead of Wall Street in analyzing their data to find out what their customers want,” said to Peter Giordano, managing director at Oppenheimer & Co. “Instead of analyzing customer data, the industry still relies on salespeople, relationships and actual trades to tell us what clients want.” Big data might be a […]

ThinkAdvisor recently published a list of the top 5 compliance headaches faced by advisors and BDs. Mandatory Succession Planning Rules for RIAs, which could require advisors to “plan for market stress and other events that may prevent an advisor from serving its clients.” These new rules are expected by the end of 2015. Form ADV – […]

This great article published by CMO.com (an Adobe publication) two days ago, “Digital Disruption In Retail: Marketers’ Work ‘Not Even Close To Done’,” has four great takeaways for retailers facing the concept of digital disruption and transformation. Lesson 1: Marketers and merchants are still trying to work through the growing pains of omnichannel retail Many large […]

The SEC’s Office of Compliance Inspections and Examinations (OCIE) is responsible for protecting retail investors and assessing market-wide risks, but now is shifting its attention also toward figuring out how to leverage data analytics to identify potential for illegal trading activities, conflicts of interest or other misconduct, according to a recent article by ThinkAdvisor, Compliance Data Analytics: Do […]

My colleague Heather Bowman recently wrote about mobile trends in B2B selling on our IBM Blog: MCommerce in the B2B World A recent study done by Regalix found that a lot of B2B companies are looking to focus on development of mobile websites and apps: The study also demonstrates what their top priorities are for the […]

A recent survey of asset managers, broker/dealers, alternative managers and wealth managers found that compliance is now a core business practice of financial services firms, yet many are not yet devoting the financial resources toward making these programs truly effective. Firms have been facing enhanced scrutiny for years: 81% of respondents stated that they are […]

Lisa McMichael, Senior User Researcher out of our Atlanta office, wrote an excellent post on our Spark blog called, “CX and software – consumers lead the experience.” In it, she outlines a topic we’ve covered many times in this blog: “Consumers are now leading the experience they want to have.” We are facing an “unprecedented opportunity to learn […]

  Last week, I was fortunate to attend a presentation by Kyle McNabb, VP of Research Strategy at Forrester. He spoke about how empowered customers have given rise to a new era. “The device is not the problem, the problem is what we can do with the device,” he said. McNabb continued to tell the […]

Compliance has become a strategic and executive-level imperative for financial services organizations. Capturing data to meet regulatory requirements in reporting, risk management, and compliance is timely, expensive and challenging because it requires gathering, enhancing, and reporting the required data from multiple data sources. Thomson Reuters’ sixth annual “Cost of Compliance” study was just released this past […]

When we talk about digital transformation here at Perficient, we are often talking about big data, cloud, mobile and social.   In a recent Forbes article titled “CIO Lessons Learned: My Approach To The Top 10 Strategic Issues Of 2015“, Mark Sunday of Oracle says, “the CIO must be adept at understanding and responding to […]

We attended SIFMA’s Anti-Money Laundering & Financial Crimes Conference last month where experts in the industry discussed legal and regulatory developments, enforcements, and industry perspectives.  There were many discussions around whistleblowers, anti-bribery & corruption, securities fraud and even marijuana related securities legislation. Andrew J. Ceresney, Director of Enforcement at the U.S. Securities and Exchange Commission, gave a […]

I came across a great article in 1-to-1 Media regarding 3 critical elements of the customer experience that enable retail organizations to position themselves ahead of the competition. We remember the days of talking about the 3 must-haves in retail as: Buy Move Sell But in the article titled “The Three-Legged Stool of Retail,” Timothy Hood presents three […]