Strategy and Transformation

According to industry research, 73% of all people point to customer experience as an important factor in their purchasing decisions. Moreover, customers in the financial services industry are increasingly interested in using their go-to firm to cover more of their needs, rather than using multiple providers. To meet the needs of their customers, banks are creating […]

While it was once expected and acceptable for lenders to enforce standardized payment due dates and policies, COVID-19 brought the impracticality and ineffectiveness of a “one-size-fits-all” approach to credit and lending to light. Two-plus years later, banks and credit unions continue to feel the pressure to transform their credit and lending operations. And for good. […]

Much is being written in the media about generational decision-making when it comes to healthcare. Boomers are closing the digital divide, millennials are driving a streamlined end-to-end experience, and Gen Z is pushing that experience to include more transactional services such as voice search. But where is Gen X in all of this? The generation […]

This is the second post in my series focused on individuals and teams. In this blog I will share how working agreements help a group of disparate individuals become a team. A team is a group of individuals who come together to work towards a common goal.  But a group of individuals doesn’t become a […]

We are excited to announce that Karie Daudt, Director of Commerce Strategy, and Justin Racine, Director of Commerce Consulting, will speak at Digital Commerce 360’s EnvisionB2B in Chicago, Illinois. EnvisionB2B is an in-person conference that connects ecommerce experts and researchers to B2B professionals to help them build and maintain a digital B2B strategy that speaks to their […]

Last week, we introduced our blog series on insurance commerce. We discussed the need to consider all the commerce activities that take place before the customer engages in a purchase. First, You’ll Need a Strategy There are many versions of the famous quote that says, “Strategy without execution is a dream, and execution without strategy […]

FINRA member participation in TRACE is mandatory and obligates members to submit transaction reports in TRACE-eligible securities to conform with the Rule 6700 Series. Getting started requires a member to complete a FINRA Transparency Services Participation Agreement (FPA) version 1.4, found on the FINRA website, and then submit the signed form via the FINRA Firm […]

In our previous blogs, we’ve documented how insurance is a complicated product for the traditional commerce process. Let’s recap what we’ve covered: It’s a product mandated by the state, financial institutions, and professions for many parts of life – driving, homeownership, rental, professional liability, and others. But it’s not a product that most of us […]

Perficient’s team of Atlassian experts help clients with all of their tooling and process needs. The team is comprised of a cross-functional group of consultants and architects with backgrounds in agile coaching, project management, system administration, engineering, quality assurance, and automation. Certified professionals work across the full Atlassian product suite (and Marketplace applications) including Jira, […]

The connection between technology and consumers in the insurance industry has never been more relevant. Although the insurance industry was already facing rising competition and customer expectations, the global pandemic forced our industry to take legacy processes and technologies, and transition to “digital” seemingly overnight.  With the rise in vaccination rates and a hopeful return […]

Implementing enterprise-level software has its challenges. Traditionally, a few of the most demanding and challenging milestones of an implementation project have been the conversions and integrations. Oracle has been quite generous about open “import” interfaces in E-Business Suite (EBS). The new generation of Oracle’s enterprise software solution, Oracle Fusion, especially Oracle Cloud Supply Chain Management […]

In this episode, Jim departs from our regular show to talk with Abraham Ancer, pro golfer and entrepreneur, about the intersection of business and technology, where brand, experience, and innovation are changing the way we all work and play. Listen to Abe share stories about his golf career and his tequila brand Flecha Azul, which […]