Posts Tagged ‘Clients’

I grew up in the healthcare world watching my mother, a Black nurse for more than 50 years, as she worked in hospitals, nursing homes and other healthcare settings. Now, at 73, my mother works in an assisted living community close to patients at high risk for contracting COVID-19. Once a week, my mother undergoes […]

As part of my quest to understand the human mind and practice the ways that allow us to be better individuals each day, I have enjoyed implementing those learnings into my professional life as well with an intent to be a better leader and a team member. One of the terms that has been on […]

As the world continues to change and evolve, so does Perficient. To better align with our commitment to being the leading global digital consultancy, we recently launched the new Perficient.com. Along with our new website, we rebranded to create a modern look and feel that matched the digital experiences we deliver to clients. Our digital […]

Our Perficient colleagues share how they live and breathe our core values. Here, Pawan Gupta, Principal and Managing Director, Commerce, writes about reaching across all Perficient teams to ensure high-quality deliverables to clients. If I look at my colleagues and all of the people working for our Commerce practice, the thing that differentiates us and […]

Wealth management firms are at the dawn of this journey. You should focus on strategies that respond to Millennial behavior and operational excellence throughout the entire client lifecycle. This focus is essential to creating the trust required to make all the complex technology work. If you want your clients to embrace artificial intelligence, machine learning, […]

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 […]

Dynamics 365 provides amazingly powerful tools for tracking business processes step-by-step, initiating stage-dependent actions, and maintaining strong relationships with clients. Dynamics 365 even comes with a handy drag-and-drop interface for creating and changing Business Process Flows, allowing enormous control over a business’s moving parts. Like any program, this process-creating function places some boundaries on what […]

The business intelligence (BI) industry has been plagued with poor user adoption for years and has a huge failure rate among companies. Here are some of the reasons why. Product is challenging to use: When a BI tool is not designed for business users, such as financial advisors and client associates who are primarily non-technical […]

Wealth management firms that have embraced a comprehensive business intelligence (BI) program can: mitigate operational and regulatory challenges across the firm; gain visibility into investment analytics, client relationship management, performance reporting, compliance, and contact management; and generate more comprehensive management and client reports. On the other hand, wealth management firms with a more limited set […]

A while back, I wrote a blog post that shared ways in which the financial services industry can leverage social tools to win over existing customers, cultivate new ones, and become more efficient in their business operations. One example was how Barclays created a new product called Barclaycard Ring, which gives cardmembers the opportunity to […]