Design & UX

Salesforce for Financial Services

Empowering Your Financial Advisors With Salesforce

Across industries, so much of marketing effectively comes down to timing — appealing to the right person, at the right place, at the right time. Timing for marketing financial services and products as a financial advisor is especially crucial, as many financial needs follow the timeline of milestones in an individual’s life. But financial advisors […]

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Bridging the gap between data and human-centered design

With the rise of AI and our ability to collect increasingly more data about consumers, it’s important that we keep human-centered design at the forefront to improve engagement with consumers. But how? Many enterprise-level companies, even those with mature digital marketing strategies, are challenged with putting their data into action. In order to bridge the […]

What’s New and Cool? Oracle Compensation HCM Cloud release 22D

Oh no, my computer is updating!  What will happen?  For those dreaded software changes, many users do not want these forced updates.  However, Oracle Cloud formally updates on a quarterly basis with many features that are optional while some are mandatory.  All in all, the quarterly changes further enhance the Oracle Cloud Compensation module.  These […]

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Part 1: What is Embedded Finance?

This blog marks Part 1 of our Embedded Finance Blog Series and will introduce the overarching concept of embedded finance, setting us up to discuss embedded payments, embedded lending, and embedded insurance (all of which fall under the embedded finance umbrella) in future blogs. Embedded finance is the “embedding” of payment or banking software into […]

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The 4 UX Trends Shaping Digital Interfaces Today

Today, so many digital initiatives are driven from the perspective of enabling technologies for the sake of using them. Working in the Experience Design practice here at Perficient, I’m on a constant mission to remind everyone about the true value of design. How it looks is, of course, important, but what it does is without […]

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The Future is Now

Let’s examine a few of the current technologies and digital trends shaping our world in the near future. This is the second blog in a series I’ve written about digital trends. I’ve previously discussed how different generations use technology. Wearables Wearables such as watches and fitness bands have become more useful with time and consistently […]

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How to Setup an Effective LinkedIn Profile

How to Setup an Effective LinkedIn Profile I will cover all sections to make a strong & complete LinkedIn profile in points. 1. Background picture / Cover Photo I usually keep background photos of the current tool I am working on or the company I work for. Either work!! 2. Display Picture Keep basic image […]

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Efficient Custom Stencil using APS

As you are aware, the alfresco solution for BPM is built on the alfresco process service Engine. Alfresco process service enables process designers to develop forms, or user interfaces for user tasks, to simplify the interaction between business processes and human actors. APS has several present UI features, such as text input and process variable […]

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Retrieval of different datatypes with formContext Data Objects on Model driven (Dynamics 365) Forms

This article is dedicated to retrieving different data values available on Dataverse tables using client-side scripts such as JavaScript. This technic would be very helpful to extend model-driven form out-of-box functionality to meet the real-time business requirement, such as implementing complex business rules validations, making form fields hide/show, manipulating datatypes values, and many more. Now […]

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3 Ways Financial Institutions Can Step Up for Underserved Communities

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 […]

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Power BI – Dynamic Columns in a Table

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 […]

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Help us Celebrate the 11th Annual Global Accessibility Awareness Day!

May 19, 2022 is the 11th anniversary of Global Accessibility Awareness Day (GAAD). GAAD is an event to get everyone talking, thinking, and learning about digital access and inclusion. The day started with a single blog post written by a web developer, Joe Devon. An accessibility professional in Toronto, Jennison Asuncion, stumbled across the blog […]

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