Financial Services

I recently blogged on using social for customer service.  Most of that post focused on listening.  I want to focus this post on the engagement portion.  I’ll break it down by some common sense items you need to think about, policies you may need to modify, and then note some of the tools you could […]

Who doesn’t like infographics? Infographics are not only engaging and easy to share via social media, but they provide data visualization for content that would otherwise be information overload. The financial services industry is complex and often a rapidly changing industry with new technology innovations and banking strategies. I thought I would take the opportunity […]

This year was Perficient’s first year exhibiting at BAI Retail Delivery and there was a lot to take in from the event!  As we prepared for the conference and I worked on messaging, we knew our financial services technical capabilities were in-tune with the major topics being discussed at BAI. What we were suprised by was the […]

Ah, October. What is not to like? The nice brisk autumn air, pumpkins everywhere and Halloween to give us a scare (yup, I’m also a poet!!). But this October we have yet another thing to look forward to. This October, Medicare will begin to reward hospitals that provide high quality care for their patients through […]

The Wall Street Journal has an article posted an article on a topic we’ve been addressing here on the Financial Services blog around social media and customer service. Frustrated by the 40 minutes she spent on hold with Citibank customer service, Stacy Small tweeted her displeasure. To her surprise, a Citibank agent tweeted right back. […]

Next week Perficient Financial Services will be heading to BAI Retail Delivery in Washington D.C., along with more than 1,800 attendees and 200 exhibitors to exchange information on banking strategies and technology trends transforming the retail banking industry.  If you’re in town for the conference, we’d love to have you stop by to talk tech with the […]

Today I was reading a guest article on Bank Systems & Technology from Gary Greenwald, Citi’s managing director of digital money services, on the subject of banks tackling mobile payments and other digital initiatives. He was commenting on Citi’s effort around creating a new business called “Citi Enterprise Payments” and how he was tasked with […]

While social media can have a large impact on the sales and marketing side, I believe the largest potential for this type of technology lies in customer service.  Like any customer service endeavor, it takes effort to address issues as they arise.  This effort can be categorized in two ways: listening and responding. Listening Most banks […]

On Sept. 30 – Oct. 4, global financial services professionals and insurance industry executives will attend Oracle OpenWorld in San Francisco, the most important education and networking event for Oracle technologists, customers and partners. While you’re there, catch up with the Perficient team, an Oracle Platinum Partner, for hands-on demos, a track session, and drawings […]

What is the threat? Aside from competition and operating efficiency, securing customer data is the one of the key priorities facing Financial Services today.  From the regulatory perspective, protecting the Personally Identifiable Information (PII) of your customer is a must while continuing to secure their related account information!  From the payments industry perspective, operating agreements […]

In their WSJ article, Stephen Soumerai and Ross Koppel point out that physicians and hospitals have spent billions of dollars on costly healthcare information technologies and have not realized benefits of these expenses. While everything they are saying is mostly accurate, I believe they are missing the bigger picture. Meaningful Use stage one is not […]

The 2010 passage of the Patient Protection and Affordable Care Act (ACA) and its Section 1104 establishes a national healthcare operating rule mandate in support of the industry’s ongoing administrative simplification efforts. The first healthcare operating rule set, issued by CMS in July 2011, mandates the adoption of CAQH CORE Operating Rules for Eligibility and […]