Posts Tagged ‘Customer Intelligence’

Intelligent Data Episode 2: Healthcare Data Trends

[Podcast] Financial Services Trends and Data

COVID-19 has undoubtedly affected financial services trends in 2020 and will continue to do so into 2021. Since the pandemic began, financial services organizations have been responding to the crisis with continuity plans to address everything from bankruptcies to people losing their jobs and ability to pay their bills on time. Now more than ever […]

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Perficient Launches New Business Podcasts on iTunes, Spotify

Perficient announces the release of two business podcasts to kick off 2021. The new podcasts titled What If? So What? and Intelligent Data offer audiences expert insights on how digital technology can transform business and reshape customer experiences today. Click on the logos below to listen to the first episodes. What If? So What? This […]

Personalization

6 Steps FSIs Can Take Now to Achieve End-to-End Personalization

Previously, I described the benefits of personalization and outlined the changes a company should make to successfully implement a personalization program. Today, I will outline what companies should be doing right now to prepare. While many financial institutions are conceptually “on board” and heavily investing in various facets of customer intelligence, the “Netflix” of banking […]

Personalization

Personalization in Financial Services Works, but Changes Will Be Required

My previous blog analyzed customer intelligence and the benefits it provides. This blog will show the benefits of personalization and outline what’s required to implement a personalization program. Financial services companies that have implemented personalization report positive results, including: 60% increase in revenue per customer 81% increase in customer retention 87% increase in customer engagement […]

Customer Intelligence

The Rise of Customer Intelligence in Financial Services

My last blog dove into the customer data management challenges financial companies might encounter when starting the personalization journey. Today, I’ll address customer intelligence and the benefits it provides. Personalization requires a solid data management and analysis foundation, and financial services companies are starting to leverage customer intelligence platforms to collect, analyze, and contextualize vast […]

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Customer Data Management Challenges in Financial Services

Previously, I discussed personalization’s future in financial services. Today, I will dive into the customer data management challenges financial companies might encounter when starting their personalization journey. Data management in any financial services firm is complex. It needs to address integrating identifiers across available touchpoints and devices, customer preferences and interests, data sources that include […]

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[Guide] Why Personalization Is the Future of Financial Services

“The future of banking is going to be very personalized — one to one. Banks need to become more relevant in the moment for a consumer who has a particular problem. The power of data and artificial intelligence can help us do that.” Lisa Frazier, Head of the Wells Fargo Innovation Group Personalization is the […]

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[Webinar Recording] The Secret to Acquiring and Retaining Customers in Financial Services

Recently, Perficient’s Scott Albahary, Chief Strategist of Financial Services, and Arvind Murali, Chief Strategist of Data Governance, presented a webinar that discussed what it takes for banks and insurance companies to acquire and retain customers. The key, they say, is to create a 360-degree view of customers. Without a holistic view, a company can never […]

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Register to Hear About Our Customer Intelligence Framework for Financial Services Companies

In a race to gather, analyze, identify, and personalize messaging for customers to capture, acquire, and maintain customer relationships, organizations need a clear vision and strategy about their customers. There are two parts of that strategy: Customer experience with an emphasis on design and empathy Customer intelligence with an emphasis on analytics and data   […]

What COVID-19 has taught us about the value of data

The Value of Data and 5 Things We’ve Learned From COVID-19

First of all, big kudos to first responders such as doctors, nurses, police, front-end-shop staff, and mental health workers for keeping your communities running during these troubling times. At the same time, my heart felt condolences for anyone who has lost a loved ones during this time. One of the things that the COVID-19 pandemic […]

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Adobe and Microsoft, Bringing Together Marketing and Sales

At the recent Adobe Symposium in Chicago, I had the chance to attend a presentation by <a href=”https://twitter.com/drcedricalford?lang=en” target=”_blank” title=”Dr. Cedric D Alford, Adobe Microsoft partnership lead” rel=”noopener noreferrer”>Dr. Cedric D Alford</a>. Dr. Alford is leading the go to market strategy for the Adobe-Microsoft partnership. To this point, I have to admit, I’ve struggled to […]

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Analytics: the Rise of Customer Intelligence

Recently, I had the opportunity to attend the Adobe Analytics Partner Café in Chicago. This awesome event was a gathering of fellow Adobe Analytics practitioners and partners to hear directly from Adobe about the roadmap of the Adobe Analytics Cloud, get insights into Adobe.io and network with other experts.   2018: The Year of Customer Intelligence   The primary trend […]