Financial Services

2023 Banking Automation Trends Perficient is looking forward to bringing our unique combination of automation technical know-how, along with industry expertise in Financial Services and Payments to the Bank Automation Summit in Charlotte, North Carolina on March 2-3. The Summit brings together experts in the field, including bank executives, technology vendors, and consultants, to discuss […]

In the first two blogs in this series, Getting Started On Embedded Finance and Embedded Finance: Bolstering Brand Experiences,  we defined embedded finance and looked at the goals and strategies that firms should take at the outset of their modern embedded finance journey, as well as how and why firms should consider getting embedded banking.  […]

What is ServiceNow Financial Services Operations (FSO): Financial Services Operations (FSO) is an offering by ServiceNow utilizing its existing platform custom-tailored to the use cases for Financial Institutions providing a comprehensive solution for managing operations end-to-end. ServiceNow’s FSO allows financial institutions to automate core operational processes, through pre-built applications and workflows that streamline operations across […]

In the last blog in this series, Blockchain: The Secret Sauce to Supply Chain Visibility, we covered why visibility is so important in the supply chain for all parties and gave several examples of firms using distributed ledgers to help improve customer service, reduce inventory costs, provide proactive status updates, and even help mitigate risk.  […]

In “Behind the Golden Arches” by John Love, the author shares an anecdote of how in the early days of McDonald’s, the company was having cashflow problems despite its being a significant source of revenue for many farmers. In a meeting with a particularly large farmer who had made significant money from selling tomatoes, lettuce, […]

Across industries, consumers are communicating the same demands; they see the thing, they want the thing, and they want it in their hands within hours, if possible. And if it’s not possible, they wonder why not since it usually is through Amazon. Because money is what makes the world go-’round, the payments industry has responded […]

Forrester Report: The Salesforce Consulting Services Landscape, Q1 2023 Organizations often leverage partners with Salesforce consulting expertise to help them get the most out of their Salesforce technology investments. With this support, organizations can modernize their business using existing Salesforce technology, speed time-to-implement Salesforce products, and drive change related to Salesforce projects. In the report, […]

2023 has commenced, and rates are climbing, inflation is bubbling, and banking customers are continuing to demand hyper-personalized products and experiences from their institutions. Here are five banking trends we’re forecasting for the new year. 1. Banks are focused on efficiency initiatives to optimize their operations and lower costs. Three prominent areas where there is […]

In the first blog in this series, Getting Started On Embedded Finance,  we defined embedded finance and took a high-level look at the goals and strategy a firm should take at the outset of its modern embedded finance journey.  In this blog, we will look at how a non-banking company can offer bank-like perks to […]

The amount of data being created, captured, copied, and consumed  has increased exponentially with society’s tectonic shift to digital reliance. As a result, the pace of data privacy and data regulation has accelerated on a global scale. Ensuring the security of your proprietary and customers’ data is paramount to staying in line with ethical and […]

Many clients have been asking about embedded finance, and as every schoolteacher knows for every person who asks a question, there are at least 10 others who have a question but are afraid to ask it. For both the questioners and those afraid to question, we at Perficient thought we would provide some background on […]

  New Salesforce Mobile Application Configure and Customization in Salesforce Org According to reports, 120 billion hours are spent with mobile business apps annually. According to Salesforce, Every month, almost 2 million users run their business from their phones using the Salesforce mobile app. Salesforce planning to retire the Salesforce mobile web experience with the […]