Financial Services

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 […]

Financial services leaders are turning our 2025’s top digital payments trends into reality—from leveraging AI for smarter decision-making to embedding finance for seamless customer experiences. Insights from events like Fintech South and Money20/20 reinforce that leading firms are moving fast to make these priorities into real-world strategies. We sat down with Amanda Estiverne, Director – […]

Turn on CNBC during almost any trading day and you’ll see and hear plenty of AI buzz that sounds great, and may look great in a deck, but falls short in regulated industries. For financial services firms, AI must do two things at once: unlock genuine business value and satisfy strict compliance, privacy, and audit […]

In today’s financial landscape, personalization is no longer a luxury; it’s a customer expectation. Yet, according to Adobe’s latest State of Customer Experience in Financial Services in an AI-Driven World report, only 36% of the customer journey is currently personalized, despite 74% of financial services executives acknowledging that their customers expect tailored interactions. This gap […]

Perficient is proud to be included in The Organizational Change Management Services Landscape, Q4 2025 by Forrester. We believe this recognition reflects our continued momentum in helping enterprises navigate complexity, accelerate transformation, and deliver measurable outcomes through strategic change.  In the report, Perficient is listed as a consultancy with a geographic focus across North America, […]

The Rise of AI in Banking AI adoption in banking has accelerated dramatically. Predictive analytics, generative AI, and autonomous agentic systems are now embedded in core banking functions such as loan underwriting, compliance including fraud detection and AML, and customer engagement.  A recent White Paper by Perficient affiliate Virtusa Agentic Architecture in Banking – White […]