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Posts Tagged ‘customer experience’

How Banks Respond to COVID-19 Will Test Their CX

We are living in unprecedented times. This is the first time in my life I see people’s daily lives and habits change on such a large scale, and in many cases, not by choice. Lots of things are changing because of the coronavirus (i.e., COVID-19). Schools are closing, concerts and sporting events have been canceled, […]

Getting to What Matters Most with Now/New/Next

The last best experience. It may seem unfair or counterintuitive to compare your organization’s customer experience to others outside your industry, but your customers are doing it every time they interact with you. They are holding you accountable to your promises but they are also passing judgment against the expectations set from experiences they have […]

Realizing the Digital Transformation Vision in Financial Services

My last post highlighted digital transformation and means to establish it. In the final post of this series, I analyze the call-to-action in implementing that vision The roadmap to achieve the targeted customer experience (CX) will differ for each firm, given its current state, infrastructure, organization, and priorities. One common element, however, will be its […]

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The Digital Transformation Vision in Financial Services

In my last post, I discussed the aspects of exemplary customer experience. In this post, I will highlight digital transformation and how to establish it. The first step in a digital transformation is the creation of a cohesive vision for customer experience. This cross-disciplinary plan should describe the view of the company from the customer’s […]

Exporting Insite Commerce Data without Admin Assistance

Often times, clients want to empower their customers to export their eCommerce transactions, such as order history, approval lists, and saved orders, and other data, like wish lists and cart lists, by themselves without admin involvement. These features removed dependency on Insite admins, subsequently improving the user experience, efficiency, and overall satisfaction for Insite users. […]

The Customer Experience in Financial Services

Previously, I discussed why financial services firms should focus on digital transformation. This blog will analyze the aspects of the customer experience. The customer experience (CX) is not the same as customer service. Customer service is just one aspect of CX. It refers to the component that provides direct interaction with the customer in the […]

B2B Supply Chain Imperative: Forrester + Perficient’s Perspective

Modern B2B customers have come to expect the same level of service, transparency, and customer service that they receive as consumers in their personal lives. But delivering that kind of experience requires a comprehensive approach to supply chain management, from technology investments to extensive data management integration. Perficient Digital’s order management experts, Pawan Gupta and […]

Why Financial Services Firms Must Focus on Digital Transformation

Digital transformation can be confusing. If a company has all its books and records maintained by computers, isn’t it already digital? If it has a functional web presence and even conducts business transactions via an integrated B2B or B2C portal, doesn’t that qualify as digital? While these scenarios do, in fact, involve the digitization of […]

Quantum computing is the next wave in technology.

Customer Satisfaction in Financial Services with AI-Powered Search

Providing the ultimate customer satisfaction is the cornerstone of digital transformation. When a customer or potential customer searches your site, providing personalized content is a large factor in the quality of their engagement. In fact, it can make or break the customer experience – and your business. Forcing customers to wade through results and links […]

Providing a Unified Customer Experience with Cloud

The following is the eleventh blog in a series about why businesses are moving to the cloud to modernize and improve business performance. Throughout this series, we have discussed the many benefits of cloud, including increased velocity for innovation, enhanced security, and the opportunity for ROI. In the next few blogs, we’re going to examine […]

Paycheck Protection Program

Cloud vs On-Premises Chatbot Implementation – Financial Services

My last post highlighted the benefits of implementing these bots to enhance customer experience. This post explores chatbot implementation on the cloud and on-premises. A number of chatbots are designed to operate expressly in a cloud environment. There are leading-edge products that can still be installed on-premises. If an organization’s operating platforms are in-house, having […]

Angry Customer

A Christmas Carol of a Terrible Customer Experience

As we approach the holidays, I’m reminded of Charles Dickens’ A Christmas Carol, and how Ebenezer Scrooge came to see the light after three ghosts showed him the impact his actions had on himself and those around him, and how he could save his soul and improve the lives of others if he changed his […]

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