Posts Tagged ‘Personalization’

Financial institutions must prioritize instilling empathy when interacting with their clients. It’s more critical now than ever because of the economic hardships many are facing due to COVID’s impact. In our latest webinar, “Optimization Strategies to Improve Collections,” Scott Albahary, Perficient’s financial services chief strategist, and Byron Gifford, Perficient’s collection transformations lead, shared tangible solutions […]

Personalization has been around for a long time and has been one of the hottest buzzwords for the last few years. Why? Because, at the most basic level, it makes sense. Delivering the right experience, with the right content, for the right person, at the right time, when they are most engaged leads to higher […]

Harvard Business Review defines the New Experience Economy as the fourth evolution of economic value, which includes commodities, products, services, and now, experiences. It is at this point where the product is most differentiated and pricing most premium. In a commoditizing marketplace such as personal lines, a personal experience is an opportunity for carriers to […]

While the thought of changing policies can be daunting, carriers are throwing hundreds of millions (if not billions) into advertising budgets to make the consumer aware of ways to save by switching. As a result, the industry is experiencing a decline in brand loyalty in favor of pricing. A brand may bring a customer in […]

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. […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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. […]