Management Consulting

Who doesn’t like infographics? Infographics are not only engaging and easy to share via social media, but they provide data visualization for content that would otherwise be information overload. The financial services industry is complex and often a rapidly changing industry with new technology innovations and banking strategies. I thought I would take the opportunity […]

This year was Perficient’s first year exhibiting at BAI Retail Delivery and there was a lot to take in from the event!  As we prepared for the conference and I worked on messaging, we knew our financial services technical capabilities were in-tune with the major topics being discussed at BAI. What we were suprised by was the […]

The Wall Street Journal has an article posted an article on a topic we’ve been addressing here on the Financial Services blog around social media and customer service. Frustrated by the 40 minutes she spent on hold with Citibank customer service, Stacy Small tweeted her displeasure. To her surprise, a Citibank agent tweeted right back. […]

Next week Perficient Financial Services will be heading to BAI Retail Delivery in Washington D.C., along with more than 1,800 attendees and 200 exhibitors to exchange information on banking strategies and technology trends transforming the retail banking industry.  If you’re in town for the conference, we’d love to have you stop by to talk tech with the […]

Today I was reading a guest article on Bank Systems & Technology from Gary Greenwald, Citi’s managing director of digital money services, on the subject of banks tackling mobile payments and other digital initiatives. He was commenting on Citi’s effort around creating a new business called “Citi Enterprise Payments” and how he was tasked with […]

While social media can have a large impact on the sales and marketing side, I believe the largest potential for this type of technology lies in customer service.  Like any customer service endeavor, it takes effort to address issues as they arise.  This effort can be categorized in two ways: listening and responding. Listening Most banks […]

On Sept. 30 – Oct. 4, global financial services professionals and insurance industry executives will attend Oracle OpenWorld in San Francisco, the most important education and networking event for Oracle technologists, customers and partners. While you’re there, catch up with the Perficient team, an Oracle Platinum Partner, for hands-on demos, a track session, and drawings […]

So you have a number of possible tools to use in your marketing and customer relationship management.  What next?  Where should you invest and how?  Frankly, I won’t be able to answer that question for you and banking has some industry specific needs.  Instead, I want to focus on examples of engaging the customer and […]

World Class Service, for Free! Those of us in the banking industry that have been around a little while can remember the days when customers routinely paid for the services they consumed.  It seems shocking to the average banking consumer today, but checking wasn’t always free, paying bills meant buying stamps and writing checks(which  they […]

As of late, I can’t go a day scanning my Google Reader or social media where I don’t see an article about a new mobile payments startup, unique loyalty features, the possibility of retailers coming together to form their version of a mobile payments platform, acquisitions announced, or predictions on which competing technology will come […]

First let me describe the old world: Hire an ad agency and work with them on a campaign focused on television, radio, billboards, print, etc.  You’ll focus the same message in all channels.  It’s a mass market approach and you control what is said about your bank and your brand.  If users have complaints, there […]

  In most industries, governance represents a key and important part of the social world.   I’ve lost track of the number of people whose companies disallowed social interaction of any kind because they fear the capabilities of this new generation of tools.  Many executives fear what will be said about the company.  They wish […]