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Trust In Financial Services

Trust Is the New Currency in Financial Services and Customers Are Setting the Terms

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 […]

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Seamless Integration of DocuSign with Appian: A Step-by-Step Guide

Introduction In today’s digital-first business landscape, streamlining document workflows is essential for operational efficiency and compliance. DocuSign, a global leader in electronic signatures, offers secure and legally binding digital signing capabilities. When integrated with Appian, a powerful low-code automation platform, organizations can automate approval processes, reduce manual effort, and enhance document governance. This guide walks […]

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Dreamforce 2025 Recap: The Agentic Enterprise Comes to Life

At Dreamforce 2025, Salesforce introduced a new era of AI-powered work. The Agentic Enterprise is more than a concept; it’s a framework for how businesses operate. AI is becoming a trusted teammate, handling repetitive tasks so people can focus on creativity, relationships, and impact. Agentforce 360 Agentforce 360 connects Salesforce apps like Sales, Service, Marketing, […]

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Simplifying Redirect Management in Sitecore XM Cloud with Next.js and Vercel Edge Config

As organizations continue their journey toward composable and headless architectures, the way we manage even simple things like redirects evolves too. Redirects are essential for SEO and user experience, but managing them within a CMS often introduces unnecessary complexity. In this blog, I will share how we streamlined redirect management for a Sitecore XM Cloud […]

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Shaping the Future of Data 360: Driving ROI Through Salesforce’s Partner Advisory Board

Our organization has joined the Salesforce Data 360 Partner Advisory Board, a strategic forum that brings together top partners to influence the future of Salesforce’s data solutions. This collaboration ensures that innovations in Data 360 deliver measurable business outcomes for enterprises. Why This Matters for Businesses Announced during Dreamforce, Data 360 is the next evolution […]

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Executing a Sitecore Migration: Development, Performance, and Beyond

In previous blog, the strategic and architectural considerations that set the foundation for a successful Sitecore migration is explored. Once the groundwork is ready, it’s time to move from planning to execution, where the real complexity begins. The development phase of a Sitecore migration demands precision, speed, and scalability. From choosing the right development environment […]

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Perficient Wins 2025 Salesforce Partner Innovation Award for Financial Services

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 […]

See Perficient’s Amarender Peddamalku at the Microsoft 365, Power Platform & Copilot Conference

As the year wraps up, so does an incredible run of conferences spotlighting the best in Microsoft 365, Power Platform, and Copilot innovation. We’re thrilled to share that Amarender Peddamalku, Microsoft MVP and Practice Lead for Microsoft Modern Work at Perficient, will be speaking at the Microsoft 365, Power Platform & Copilot Conference in Dallas, […]

API Integration

Datadog Synthetic Monitoring Integration with Azure DevOps Pipeline for Sitecore

Datadog Synthetic Monitoring provides automated, simulated user journeys to proactively confirm the health and performance of websites and APIs, helping detect issues before users experience them. Integrating this into our Azure DevOps pipeline ensures that only builds where core site functionality is verified get promoted, reducing the risk of regressions in production. This approach is […]

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Perficient at Microsoft Ignite 2025: Let’s Talk AI Strategy

Microsoft Ignite 2025 is right around the corner—and Perficient is showing up with purpose and a plan to help you unlock real results with AI. As a proud member of Microsoft’s Inner Circle for AI Business Solutions, we’re at the forefront of helping organizations accelerate their AI transformation. Whether you’re exploring custom copilots, modernizing your […]

Personalization Gap In Financial Services

The Personalization Gap Is Hurting Financial Services, Here’s How to Close It

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 […]

AI Brand Gatekeeper in a Zero-Click World

When AI Becomes the Gatekeeper of Your Brand Message

Search is no longer just about blue links and ten results per page. With the rapid adoption of Generative AI, consumers are increasingly turning to AI-written summaries to get quick, contextual answers without ever clicking through to a website. According to Bain & Company, 80% of consumers now rely on AI-generated summaries for at least […]

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