Financial institutions are at a pivotal moment. As customer expectations evolve and AI reshapes digital engagement, leaders in marketing, CX, and IT must rethink how they deliver value. Adobe’s report, “State of Customer Experience in Financial Services in an AI-Driven World,” reveals that only 36% of the customer journey is currently personalized, despite 74% of […]
Strategy and Transformation
Explicit vs Implicit – Your Team Can’t Read Minds
We’ve all been there. Parents rushing out the door yelling, “Time to go!” Everyone piles into the car only to realize one kid forgot their jacket and the other never combed their hair. Frustrating! But where you feel frustration lies opportunity. An opportunity to communicate better by being explicit with our desires instead of implicit. […]
Financial Services Marketing New Mandate: Driving Revenue, Not Just Reach
The days of measuring marketing success by impressions and engagement are over, especially in financial services. Today, marketing leaders are being asked to do more than build brand awareness. They’re expected to drive top-line growth. According to Adobe’s report, “State of Customer Experience in Financial Services in an AI-Driven World,” 90% of financial services marketing leaders say they’re now expected to directly contribute […]
From XM Cloud to SitecoreAI: A Developer’s Guide to the Platform Evolution
What developers need to know about the architectural changes that launched on November 10th Last week at Sitecore Symposium 2025 was one of those rare industry events that reminded me why this community is so special. I got to reconnect with former colleagues I hadn’t seen in years, finally meet current team members face-to-face who […]
Use Cases on AWS AI Services
In today’s AI activated world, there are ample number of AI related tools that organizations can use to tackle diverse business challenges. In line with this, Amazon has it’s set of Amazon Web Services for AI and ML, to address the real-world needs. This blog provides details on AWS services, but by understanding this writeup […]
Aligning Your Requirements with the Sitecore Ecosystem
In my previous blogs, I outlined key considerations for planning a Sitecore migration and shared strategies for executing it effectively. The next critical step is to understand how your business and technical requirements align with the broader Sitecore ecosystem. Before providing careful recommendations to a customer, it’s essential to map your goals—content management, personalization, multi-site […]
Building for Humans – Even When Using AI
Artificial Intelligence (AI) is everywhere. Every month brings new features promising “deeper thinking” and “agentic processes.” Tech titans are locked in trillion-dollar battles. Headlines scream about business, economic, and societal concerns. Skim the news and you’re left excited and terrified! Here’s the thing: we’re still human – virtues, flaws, quirks, and all. We’ve always had […]
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 […]
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 […]
Perficient Included in Forrester’s Q4 2025 Organizational Change Management Services Landscape
Perficient is proud to be included in The Organizational Change Management Services Landscape, Q4 2025 by Forrester. We believe this recognition reflects our continued momentum in helping enterprises navigate complexity, accelerate transformation, and deliver measurable outcomes through strategic change. In the report, Perficient is listed as a consultancy with a geographic focus across North America, […]
AI-Driven Data Lineage for Financial Services Firms: A Practical Roadmap for CDOs
Introduction Imagine just as you’re sipping your Monday morning coffee and looking forward to a hopefully quiet week in the office, your Outlook dings and you see that your bank’s primary federal regulator is demanding the full input – regulatory report lineage for dozens of numbers on both sides of the balance sheet and the […]
Transform Your Data Workflow: Custom Code for Efficient Batch Processing in Talend-Part 2
Introduction: Custom code in Talend offers a powerful way to enhance batch processing efficiently by allowing developers to implement specialized logic that is not available through Talend’s standard components. This can involve data transformations, custom code as per use case and integration with flat files as per specific project needs. By leveraging custom code, users […]