Posts Tagged ‘Data’

Real-time data strategy is on every organization’s roadmap. In the past year, I have spoken to many organizations planning “real-time” data systems. Without fail, those organizations fall into one of two buckets. The Visionaries: Can tell a great story about their target prospect, what they should see, and how they should interact with the brand […]

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 […]

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 […]

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 […]

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 […]

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 […]

“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 […]

Have you ever wondered why Argus Safety functionalities you have been using for months or years suddenly started behaving as though someone secretly changed your configuration? Everyone, at some point, feels as though their system has become its own evil twin. Let’s dig down into some common reasons why Argus Safety begins, without warning, to […]

As mentioned in part one, the four types of data integrations are delimited file, fixed file, data management, and data connector. In this blog, I will explain how to set up a direct connect that will pull data into OneStream from an external data source without the need for a file. This article assumes that […]

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 […]

On my most recent client engagement, I was tasked with importing data into OneStream. Data integrations are a strength of OneStream, and there are several methods to load data into the system. The four types of data integrations are: delimited file, fixed file, data management, or data connector. My client required flat file and direct […]

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 […]