Strategy and Transformation

In a CNBC interview, MIT professor and Nobel Laureate Robert Merton spoke about the importance of building trust in the wealth management client experience. “What you need to make technology work is to create trust. Technology doesn’t create trust on its own,” Merton said. So, how can you create the trust necessary to ensure that […]

  In what may be a first and only example of Tech meeting mainline music publication, I reference a Rolling Stone Article about How Grand Theft Auto is Changing the Way the World Experiences Music. Here’s the summary: GTA V and its multiplayer GTA Online mode has already proven itself a thriving game and money […]

Our experience has shown that many companies want to look to the future, but are missing the key foundational components necessary to be successful. Common reasons for missing these foundational components include: Lack of a transformational roadmap for the supply chain organization that is aligned with business objectives and vetted with business cases to ensure […]

Being a paramedic during the formative years of my working life, I’ve been surprised at how many of the lessons that I learned on the job have translated to the business world.   An encounter with EMS is generally a life-changing one. The actions of the various teammates across agencies can make a profound impression. […]

Understanding the new current expected credit loss (CECL) regulation, how it impacts an organization, and how to go about implementing and managing a response program will be critical for firms carrying financial assets covered by the accounting standard update. Companies will need to understand the history and lifecycle of their data and processes, and engage […]

My associated image gives the answer to my question in the title but that’s OK. I ask the question less to seek an answer and more to highlight that while customer experience (CX)  is important, it’s not always the most important thing. As a matter of fact, the more I industries I understand, the more […]

Hardly a day goes by without a mention of how to use artificial intelligence, machine learning, mobility, and robo-advice to make wealth managers more relevant to the holy grail of customer segments – Millennials. In a few years, Millennials – who have owned digital devices all their lives – will make up half the world’s […]

Being a paramedic during the formative years of my working life, I’ve been surprised at how many of the lessons that I learned on the job have translated to the business world. “Paramedics save lives. EMTs save paramedics.” This was a saying that was often repeated in my tenure in EMS, and it was true. […]

We’ve all been there. Someone at your company takes off for a three-day design conference and returns with a travel mug and tote bag full of design ideas to freshen up your web presence. They get signoff and engage with an agency that incorporates all the “latest and greatest” that looks stunning as comps, but […]

You may have noticed a familiar face in eMarketer’s recent report, “Using Marketing Data for Merchandising: Optimizing Inventory Levels and Launching New Products.” Jim Hertzfeld, one of our chief strategists here at Perficient Digital, weighed in on the benefits of applying marketing data to influence not only marketing and sales efforts, but also strategies and […]

The goal of any data quality program is to improve quality of data at the source. Once a financial institution’s data lineage capabilities are in place, a key starting point for data quality initiatives is the confirmation of critical data attributes for each major business line and functional area. The data quality program should define […]

I’ve had the pleasure of working with many small and mid-sized manufacturers. These companies are typically much more flexible and able to mobilize quickly compared to their larger counterparts. If you have a concept for a marketing campaign, financial reporting, or an improved process, you have the opportunity to walk into the head of that […]