Posts Tagged ‘Digital Experience’

Over the last few years, it’s become obvious that Marketing and IT departments have to work together more effectively to create the engaging, personalized and valuable customer experiences in the digital space. If you’re still not convinced, then here’s a stat to consider from a recent Gartner blog: In 2016, CMOs allocated 3.24% of revenue […]

There’s no question that the core function of managing money in a heavily regulated industry is difficult and expensive. New companies with robo-advising technology will need to learn how to navigate the regulatory landscape, making it critical to collaborate with traditional wealth management firms. From a bank’s perspective, robo-advising remains critical in terms of servicing […]

A recent conversation with a prospective client of ours prompted me to write this post. The client is looking at ways to improve the adoption rate of one of its products by a specific population because, for a variety of reasons, adoption by that segment has been slower than others. The solution to challenges like […]

Depending on where investors are located in the world, investor behavior is vastly different; therefore, robo-advising may play a different role depending on the region. Some counties are more conservative and prefer traditional forms of wealth management services, while others are much more comfortable with investing on their own. The World Economic Forum conducted research […]

  Successful digital transformations require evolution across all areas of the business in order to effectively engage customers at every touch point in the customer experience lifecycle. The evolution of the digital marketing landscape coupled with changing consumer behaviors requires companies to look beyond their traditional marketing methods to reach and engage customers and grow their […]

Many healthcare organizations have implemented telehealth pilots and programs under the premise of “if we build it they will come”. Unfortunately, patients are demonstrating that they will not engage without the correct onboarding infrastructure. This infrastructure is based off of two key elements or, shall we say, acts of this great play towards healthcare everywhere. […]

Now that October is here, I thought it would be neat to look back at what our readers found most interesting last month. Below are the top five blog posts Perficient’s life sciences practice wrote in September – they’re ranked in order of popularity, with number one being the most viewed piece. An Insider’s Look At If And When […]

Volkswagen Group of America (VGoA) was honored for its work with Perficient with the Pulse Award for Best Overall Digital Transformation on the Liferay platform. The award was handed out during Liferay’s annual Symposium, held this year from September 26-27 at the Marriot in Chicago. The award recognizes VGoA’s efforts to enhance overall customer experience […]

Robo-advising will likely never take over wealth management, but there are certain elements it could replace. For example, tax-loss harvesting and digital account opening can be streamlined through technology and automation. Any tasks that serve as barriers to receiving services should be accomplished by machine. Financial advisors should instead do more of what they do […]

Henry Nakamura, Senior Customer Experience Manager of Liferay, presented Liferay’s perspective on customer experience at the 2016 Liferay Symposium in the session “Customer Loyalty is Dead.”  The session focused on stressing the importance of customer experience and how Liferay can help you. The amount of data available today drives impacts overall experience, not just price […]

Many robo-advisors are thriving with growing customer bases. Not only are they flourishing, they’re partnering with – and in some cases being acquired by – traditional institutions that offer wealth management services. Take UBS, for example. The company’s wealth management division recently formed a strategic alliance with SigFig, a robo-advisor that will help develop solutions […]

As much as they are disruptors of sorts, traditional banks view robo-advisors as healthy. They represent a challenge for incumbents, one that will ultimately result in better customer experiences. Financial institutions believe that the foundation of what they do is not going to go away; however, it puts pressure on them to focus on the […]