Research and Studies

The financial services industry has made major strides in amping up its overall customer experience game; however, there is still a deficit in the personalization and accessibility of products and services for many Americans. The financial services industry must consider its customer experience game while also grappling with a sense of distrust from many communities […]

Data is the lifeline of any modern organization. At any point, every day, you work on molding data points into information to derive profits. Therefore, having the right building blocks is a crucial part of running a good business. This is where the dynamic duo of ETL and SQL comes into play. While you may […]

Diagnosis & Prescription are the terms often used in medical context. However today I want to walk you through how these terms are related to Data Analysis. There are mainly 4 types of Data Analysis: Focus of this blog is on Diagnostic & Prescriptive data analysis. Diagnostic Data Analysis: Diagnosis means identification of nature of […]

What is your Side Wheel I was rushing back from the office to home. It is already 06.40 PM, and with 15 minutes of commute still left it is going to be a nail-biter finish in attending my 07.00 PM daily standup meeting. As I parked my car in the garage, my little angel came […]

In advance Power Bi scenarios , All of us have created dynamic slicers using measures. the dynamic slicers works on factual values because we use Measures in there. But what if we want the same slicer to represent Dimensions dynamically? Well, here is the step by step solution for the same. Without using single DAX […]

According to industry research, 73% of all people point to customer experience as an important factor in their purchasing decisions. Moreover, customers in the financial services industry are increasingly interested in using their go-to firm to cover more of their needs, rather than using multiple providers. To meet the needs of their customers, banks are creating […]

While it was once expected and acceptable for lenders to enforce standardized payment due dates and policies, COVID-19 brought the impracticality and ineffectiveness of a “one-size-fits-all” approach to credit and lending to light. Two-plus years later, banks and credit unions continue to feel the pressure to transform their credit and lending operations. And for good. […]

Recently, Digital Insurance issued the findings from Keynova Group on the 2022 Mobile Insurance Scorecard.  While mobile has long been a part of the carrier offering – pay a bill, get an ID card, file a claim – this survey reflects the evolution of insurers from transactional into personalized servicing. I’ve long advocated that personalization […]

I was attending a meeting as part of my daily office routine. One of my colleague’s voice was sounding very much like my colleague from previous organization. Only the voice was familiar, name was no way linking to the region where he belonged to and virtual meetings with no faces attached to it …it just […]

Cryptocurrency continues to grow, and Perficient is committed to helping financial services clients continue to understand and navigate this fast-changing part of the economy. Over the last 90 days, we have let clients know about the federal banking regulators planned cryptocurrency road map, explained what steps national banks need to take to begin crypto activities, […]

Perficient recently conducted a survey that asked executives from enterprise organizations about their current and future marketing technology (martech) investments and strategy. (See the findings from the full survey here.) The data revealed many insights into how companies pivoted over the last year in response to the pandemic and how they plan to change moving […]

Eric Enge, President of Pilot Holding and founder of Stone Temple Consulting, contributed to this article. Over the past two years, businesses have seen an unprecedented level of disruption. High rates of change were already underway in early 2020, but the COVID-19 pandemic accelerated these changes as consumer buying behaviors suddenly and dramatically shifted. Businesses had to scramble to preserve revenue and find ways to remain […]