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Personalization

Personalization in Financial Services Works, but Changes Will Be Required

My previous blog analyzed customer intelligence and the benefits it provides. This blog will show the benefits of personalization and outline what’s required to implement a personalization program. Financial services companies that have implemented personalization report positive results, including: 60% increase in revenue per customer 81% increase in customer retention 87% increase in customer engagement […]

Modernizing the Health Plan Business Process

Health plan organizations must conquer mountains of data, increasing regulations, and escalating consumer expectations. The digital interactions happening beyond your industry shape customers’ expectations.  That’s why your digital presence matters, so you can offer services to meet their needs wherever they are.  Common Risks and Consequences for Health Plans Not Embracing Digital Transformation: Digital transformation in regulated […]

Customer Intelligence

The Rise of Customer Intelligence in Financial Services

My last blog dove into the customer data management challenges financial companies might encounter when starting the personalization journey. Today, I’ll address customer intelligence and the benefits it provides. Personalization requires a solid data management and analysis foundation, and financial services companies are starting to leverage customer intelligence platforms to collect, analyze, and contextualize vast […]

Perficient Included in Gartner’s 2020 Marketing Technology Vendor Guide

Perficient was recently included as a marketing technology integrator in Gartner’s Marketing Technology Vendor Guide, 2020. This inclusion marks the second time Perficient has been listed as a sample martech integrator in the report. The Marketing Technology Vendor Guide helps marketing leaders traverse the current martech vendor landscape, identify the right marketing technology solutions to […]

Oracle

Argus Safety, Oracle Clinical & RDC Release Notes [Dec. 2020]

Perficient’s Life Sciences practice regularly monitors the software release notes for several Oracle Health Sciences applications, including: Argus Safety Oracle Clinical/Remote Data Capture (OC/RDC) Thesaurus Management System (TMS) Generally speaking, we review release notes at the beginning of each month for the previous month. On occasion, there are no new releases and, therefore, nothing to review; however, […]

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Take Advantage of FSI Data to Illuminate Customer Relationships

“Having a Balance With a Bank Doesn’t Make You a Customer.” Our financial services team recently spoke with the great Jim Marous, the co-publisher of The Financial Brand and the publisher of the Digital Banking Report. We were prepping for our webinar, “Digital Strategy Lessons Financial Institutions Can Learn From Top Brands in Other Industries,” […]

Coveo for Salesforce Customer Agents

Agent Next Status in Amazon Connect

Agent Next Status is a nifty upcoming feature in Amazon Connect that allows agents to update their status on an active contact and choose their next status. This is an exciting addition since agents at a busy contact center are routed calls and chats back-to-back. They may not always get the opportunity to switch their […]

How U.S. Demographic Trends Are Reshaping Healthcare Now and Forever – and Why That Matters

Among the many powerful lessons we’ve learned from the COVID-19 pandemic is the further unearthing of healthcare disparities, from the very old patient to the young and across ethnic, racial, and economic lines. No matter where you are in the United States, America’s citizenry is changing. Millennials are now the largest adult generation in the […]

Place Of Work

Customer Data Management Challenges in Financial Services

Previously, I discussed personalization’s future in financial services. Today, I will dive into the customer data management challenges financial companies might encounter when starting their personalization journey. Data management in any financial services firm is complex. It needs to address integrating identifiers across available touchpoints and devices, customer preferences and interests, data sources that include […]

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Healthcare CRM: Evolving Beyond Your Legacy Platform

Over the past fifteen years I’ve spent thousands of hours helping healthcare organizations adopt and get the most out of their CRMs. These efforts have changed significantly as the market has evolved. Part of my job has been to change the mindsets of those that had been doing it one way for decades.  The highly […]

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Healthcare Distribution & Manufacturing Companies Will Have Another Record Year in 2021

An eMarketer article reported that “US B2B Digital Healthcare Ad Spend will grow by 41.2% in 2020 to reach $848.1 million. That is the highest growth rate out of all the sectors for which we track B2B digital ad spending.” Now, I can’t say I’m surprised by this statistic. As eMarketer accurately points out, not […]

Why Personalization Is The Future Guide Card 1400x931

[Guide] Why Personalization Is the Future of Financial Services

“The future of banking is going to be very personalized — one to one. Banks need to become more relevant in the moment for a consumer who has a particular problem. The power of data and artificial intelligence can help us do that.” Lisa Frazier, Head of the Wells Fargo Innovation Group Personalization is the […]

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