Sitecore recently (Q1 2021) acquired Boxever CDP. This is a marketer-focused digital optimization solution that is a definitive step forward in Sitecore’s move to SaaS. If you have been hearing about Sitecore Experience Edge and Content Hub, like me, you are likely seeing the puzzle pieces come together. I wanted to take a deeper look. […]
Personalizing Groups of Content in Episerver
Episerver’s Personalization feature provides a way for content authors and marketers to provide personalized experiences on their website. Visitors can be assigned to groups through the use of special criteria, and marketers can deliver targeted content to users based on their visitor group. It’s a great feature that invites marketers and authors to deliver unique […]
10 Takeaways From Our “Transforming Debt Collections and Recovery Functions” Podcast
Scott Albahary, Perficient’s financial services chief strategist, and I recently spoke with the Western Bankers Association about using empathy and personalization strategies to improve debt collection and recoveries. If you get a chance, listen to the short episode. But, if you can’t, here are the key points Scott and I make: Banks responded generously to […]
Hip On HIPAA: Pushing Back to Use Patient Data
As we continue our series of posts on making HIPAA work for you, I am going to address a common problem we hear from health care marketers: “My board/boss/CMO/Legal Counsel says we cannot use patient data for marketing communications.” This is a tough one. Truly, your board of directors and your legal counsel are going […]
3 Trends That Industry Experts Expect to Dominate 2021
It’s the first week of February, and more and more people are receiving the Covid-19 vaccine. I am feeling very hopeful. Before we get too far into the new year, I wanted to share three trends that industry experts expect to dominate 2021. We’re seeing them at Perficient as well. Personalization and The Age of […]
Connecting Loyalty, Analytics, and Personalization in the Payments Industry
Organizations that love data-driven decision-making suffer from the same challenge. How do we earn trust from consumers to get the right data about them, all in an effort to serve them better? This classic problem of “if I knew more, I could do more” is most easily solvable by the following axiom: “With the correct […]
[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 […]
AEM Customization: Show Unpublished Reference Alert for Tagpicker
Recently, I published a blog post regarding AEM Customization: Show Unpublished Reference Alert for Content Path where I showed how to customize the Pathfield and Xffield resourceType. In doing this, I was able to showcase how to create a notification for the content author as to whether the selected content path is published or not. […]
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 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 […]
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 […]
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 […]