Financial Services

Perficient is recognized in Forrester’s Salesforce Consulting Services Landscape, Q4 2025, which notes our North America geographic focus and industry focus in Financial Services, Healthcare, and Manufacturing. Forrester asked each provider included in the Landscape to select the top business scenarios for which clients select them and from there determined which are the extended business […]

The financial services industry is undergoing significant transformation, driven by the increasing adoption of artificial intelligence (AI) and data science. As financial institutions strive to stay competitive, they’re leveraging these technologies to improve customer experience, operational efficiency, and risk management. At Data Science Salon NYC, I had the opportunity to join industry experts in discussing the latest trends […]

Moments of currency change are where fortunes are made and lost. In January 2026, Bulgaria will enter one of those moments. The country will adopt the euro and officially retire the Bulgarian lev, marking a major euro adoption milestone and reshaping how investors, banks, and global firms manage currency risk in the region. The shift represents […]

On December 16th, the Federal Deposit Insurance Corporation (FDIC) became the first US regulatory body to utilize the GENIUS Act and create procedures for institutions to issue payment stablecoins. The GENIUS Act was enacted on July 18, 2025, and will become effective on January 18, 2027, so there is still time to determine how your […]

Perficient is proud to be named a Major Player in the IDC MarketScape: Worldwide Experience Build Services 2025 Vendor Assessment (Doc #US52973125, October 2025) and IDC MarketScape: Worldwide Experience Design Services 2025 Vendor Assessment (Doc #US52973225, October 2025). These IDC MarketScapes assessed providers, offering a comprehensive framework including product and service offerings, capabilities and strategies, […]

Financial institutions are at a pivotal moment. As customer expectations evolve and AI reshapes digital engagement, leaders in marketing, CX, and IT must rethink how they deliver value. Adobe’s report, “State of Customer Experience in Financial Services in an AI-Driven World,” reveals that only 36% of the customer journey is currently personalized, despite 74% of […]

I think about the early ATMs now and then. No one knew the “right” way to use them. I imagine a customer in the 1970s standing there, card in hand, squinting at this unfamiliar machine and hoping it would give something back; trying to decide if it really dispensed cash…or just ate cards for sport. […]

In the rapidly expanding realm of cloud computing, Amazon Web Services (AWS) provides the infrastructure for countless businesses to operate and innovate. But with an ever-increasing amount of data, applications, and workloads on the cloud protecting this data poses significant security challenges. As a firm’s data, applications, and workloads migrate to the cloud, protecting them […]

The days of measuring marketing success by impressions and engagement are over, especially in financial services. Today, marketing leaders are being asked to do more than build brand awareness. They’re expected to drive top-line growth.  According to Adobe’s report, “State of Customer Experience in Financial Services in an AI-Driven World,” 90% of financial services marketing leaders say they’re now expected to directly contribute […]

In speaking recently with my current co-worker Amanda Estiverne-Colas, who serves as Director and Head of Payments Practice at Perficient, Amanda shared with me statistics she had provided to her audience at the 2025 GULF AML Forum, an annual conference for anti-money laundering (AML) professionals in the financial services industry and government. The statistics, which I found both fascinating and scary, included:  Phishing attacks have surged by 4,151% just since ChatGPT’s […]

In financial services, trust has always been foundational. But today, it’s being redefined, not by brand reputation or policy language, but by how customers experience speed, control, and transparency in real time.  According to Adobe’s report, “State of Customer Experience in Financial Services in an AI-Driven World,” 96% of financial services executives say customers value […]

We’re excited to announce that Perficient has been named a 2025 Salesforce Partner Innovation Award winner in Financial Services! This recognition highlights our commitment to helping financial institutions modernize with AI, data, and Salesforce-powered experiences. “The Salesforce 2025 Partner Innovation Awards celebrate the achievements of partners who are redefining industries and delivering exceptional customer experiences […]