Posts Tagged ‘digital’

Pokémon Go is an example of a mobile app that is experiencing wild success. The global phenomenon, which is now estimated to generate over one million dollars in revenue every day, is making experts in all industries ask, “How can I achieve similar success?” Personally, I think the success of Pokémon Go can be attributed […]

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 […]

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 […]

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 […]

Several months ago, I mentioned how Bank of America Chairman and CEO Brian Moynihan believes that the need to be omni-channel is one of the keys to success for a bank that operates today. He said, “Despite people saying ‘I never go into a branch,’ they all do.” While there’s a lot of talk about […]

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 […]

If you work in financial services, you may have noticed that your executives aren’t getting enough sleep. They’re most likely tossing and turning at night, thinking about the shift to digital, stringent regulations, and, as The Financial Times recently said: “Bank bosses perhaps are worried most about not being publically humiliated by a failing grade.” […]

Dan Klco, digital marketing solution lead at Perficient, recently wrote a blog post about the importance of structuring digital marketing projects. He discusses the different layers of a project and how they change throughout the project life cycle to ensure success and avoid any wasted effort or missed guidelines. “…a well structured and well scheduled digital marketing […]

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 […]

We know that consumers and their preferences change from year to year. Whether slight variations or broad trends that transform the way businesses interact with customers, keeping up with these changes is imperative to successful marketing. And businesses that don’t adapt to these changes are in danger of being left behind. This has led to a […]

It seems every company in every industry is talking about “going digital.” But, what does that really mean? At its heart, going digital is really just about relationships: relationships with customers, partners, team members, and the world at large. Since the introduction of mobile and digital technology, the ways in which we interact with others […]

The benefits of robo-advisors are clear: trustworthy and affordable financial advice for everyone, regardless of net worth. Although some may debate what role robo-advising will play in wealth management, we’ve reached a point where it’s hard to imagine a world without it. Ever since the evolution of the internet and the widespread adoption of digital […]