Management Consulting

Trying to stay ahead of the curve when it comes to IT issues is a challenging task. Emerging technology forces in the financial services industry are already impacting business. The convergence of these forces does present challenges; however, it also provides a window of opportunity for financial institutions to elevate business performance and gain a […]

That is what Robinhood is promising. Will this turn traditional online stockbroking on it’s head? Time will tell, but it’s worth a look. TechCruch has this covered in a recent article. Some fun facts from the article and personal experience are: It doesn’t actually cost a brokerage much money to place a trade. Yet customers […]

Today we announced the acquisition of ForwardThink Group, a consulting firm specializing in financial services industry services and solutions. ForwardThink Group brings meaningful expertise in compliance and risk management, business intelligence and master data management, and business process management across the banking, wealth management, asset management, capital markets and insurance sub-verticals. They have a solid […]

There’s been a lot of buzz on Twitter this week around IBM Connect. The Perficient IBMers and Portals, Web Content and Social team are in attendance at IBM Connect and actively blogging about some of the sessions highlights at the show. One of the biggest stories out of the financial services and banking industry there […]

Brian O’Donnell, Senior Technical Consultant at Perficient, recently wrote a blog about Coin, the new all-in-one digital credit card that was recently announced. What is Coin?  Coin is a brilliant new technology that allows users to consolidate all of their cards into a single Coin card.  A Coin card is not your traditional credit card.  It […]

A lot has happened in the banking and financial services world this year. From the debates over a potential digital wallet revolution to the proliferation of mobile devices and big data – there was a lot to discuss! Here’s a look back at five of our top posts covering financial services technology trends and challenges.  […]

CMSWire and a peer from our Portals and Social Business practice both shared a pretty cool infographic from Gartner that illustrates the need for CMO and CIO collaboration to define an organization’s digital direction. I thought I’d put it into context though for the financial services industry with a brief post. The topic of customer […]

A Perficient colleague in our Portals and Social practice, Brendon Jones, posted a blog yesterday, “Re-energizing the retail banking experience” which talked about the shift in retail banking towards the use of social technologies to deliver value in mobile services for money management. As the McKinsey Quarterly source he mentioned referenced, social networks have become mainstream with […]

It is mid-November and the holiday season is almost upon us. With the Thanksgiving holiday only a week away, my mailbox is already starting to fill up with store catalogs, coupons, and flyers for Black Friday shopping deals. There is also one other thing I am increasingly seeing in my mailbox of late – credit […]

As a digital marketer on a quest to continually create meaningful content for the financial services and retail industry, I have an appreciation for visual content that brings clarity to topics and paints a picture for viewers to better digest content in new ways. PYMNTS.com’s Innovation Project 2014 created a mobile commerce ecosystem infographic designed […]

I recently came across a book for bank and financial marketers written by Jay Kassing, one of the world’s most respected data analytics experts in the industry.  The Financial Brand actually featured his book on its site last week along with some excerpts from the book (reinterpreted for the web). One of those excerpts stood […]

Paying the babysitter. Buying clothes at a retailer. Sending a family member money for a birthday. Innovation in doing these single transactions seems easy, right? An email, a text, a custom application, an NFC bump, or a personal card reader all work well and ‘feel’ like the future. As SME’s, we’re getting pretty good at making […]