Posts Tagged ‘data management’

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 […]

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Introducing Intelligent Data, a podcast from Perficient

The COVID-19 pandemic has done a great job revealing trouble spots and gaps in many companies’ technology strategies this year. If you’ve discovered that your data strategy and technology solutions need improvement, then this podcast is for you. Join host Arvind Murali, Principal and Chief Strategist of Data at Perficient, for the first season of […]

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 […]

Why Personalization Is The Future Guide Card 1400x931

[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 […]

Patient Files Are So Old Fashioned

CPM Data File Batch Functionality

Both OneStream and Oracle EPM cloud provide the data file batch functionality to load the data.  The common ground is that they both need a specific file name format, others are different.   For OneStream, here are the steps: Create batch processing extender business rule. Batch file processing is executed by creating an Extender Business […]

data tables on computer

Multi-Year Multi-Period Data Load

Sometimes we need to load multiple years and periods of data planning or Essbase, like a business plan or forecast data. Data Management/FDMEE provides the different options for loading multiple years and periods data from the file, depending on the different file formats. If data is in a single column and both Year and Period […]

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Oracle Financials and ARCS: A Two-Part Journey into the World of Data Integrations

Co-authored with Rebecca Green. As you know, one of the key components in any implementation is the data. Users cannot budget without seeing some sort of trend from past months. Users cannot close their books without Actuals flowing into their consolidation application. Reconciliations cannot be performed without the data from an ERP system. Join us […]

InForm

Improving the Performance of Oracle InForm Reports

I recently shared a project in which we helped a pharmaceutical company build studies in Oracle InForm. Today, I want to share a project that has to do with the length of time it took for a major pharmaceutical company to run Oracle InForm reports, which caused significant problems, including delays in being able to […]

Silhouette Of Meditating Woman. Mindfulness Concept.

PIM is to Organizational Growth as Mindfulness is to Personal Growth

“What is the best way to talk about a geeky subject and make it intriguing for everyone, even to those who do not work in a related field?” After wrapping up another workday containing “all things PIM,” and heading out to walk the dog, I began listening to an audiobook on the topic of Mindfulness […]

Staying competitive in 2020 with data and analytics.

10 Data and Analytics Trends in 2020

The importance of data and analytics will continue to grow in 2020 and there are ten trends your organization should take note of to stay competitive. In the video below, I’ve outlined these ten trends and what you can do to stay on top of them. 10 Data and Analytics Trends in 2020 [Video] Data […]

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