Posts Tagged ‘Sales’

Let’s talk about what cross-selling is, in the simplest of terms. It is well known in the financial services industry that customers who sign up for multiple products and services are typically more loyal and, therefore, can bring organizations more revenue in the long run. These deeper relationships are what make cross-selling financial products so […]

We’re only a couple days into the new year and are already making smart moves that further position our company as a leader in numerous industries, including financial services. Today, Perficient announced the acquisition of RAS & Associates, a Denver-based operations and management consulting firm focused on partnering with organizations to find the “how.” With […]

Now that November 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 October – they’re ranked in order of popularity, with number one being the most viewed piece. Pharma Reps Continue To Struggle […]

A new study found that pharmaceutical sales reps are finding it more difficult to meet with physicians in person. Compared to 2008, when nearly 80% of physicians agreed to meet with most reps, now: 44% of physicians are “accessible,” meaning they meet with more than 70% of sales reps who pursue them 38% of physicians […]

Salesforce and Google are working to “assist” us a work. Tom Holman from Google, Daniel Chang and Sriram Iyer from Salesforce, and Greg Malpass from Traction on Demand presented a session on the topic at Dreamforce 2016. Tom is the product manager for Google G Suite, which Google just announced, but really is a rebranding and […]

Every industry experiences cybercrime, but probably none more than financial services, at an average annualized cost of $13.5 million. If you look at the Breach Level Index, you will notice that some type of security breach occurs at financial institutions almost daily. These breaches can involve anywhere from a handful of records to tens of […]

There’s no question that financial institutions need cutting-edge technology to support growth. However, there is also no question that technology is not their core business. Therefore, it makes sense for them to partner – or even acquire – financial technology companies, which brings us to the topic of unicorns. What do unicorns have to do […]

Smart machines, which encompasses a group of cognitive computing technologies such as advanced machine learning, natural language processing, and prescriptive analytics to make decisions and solve problems without human intervention, have been receiving more attention in recent years due to the rise and success of solutions like IBM’s Watson. A smart application learns and adapts […]

The cloud is not new, but it remains incredibly important. Yes, leaders at financial services institutions continue to worry about the cloud’s ability to meet their strict security and privacy requirements. However, threats like cyberattacks are not stopping them from moving to the cloud. There are simply too many more advantages to operating in the […]

If there is one trend making more headlines than cybersecurity, it is digital. In a world in which people are now performing more searches on their mobile phones than on their computers, it is no surprise that financial institutions with legacy business models and strategies are flocking to adopt new technology that meets the expectations […]

Understanding your clients is paramount. The more you know about them, the more effective you can be at winning their business. For the fifth year in a row, Gartner reports that business intelligence (BI) and analytics has remained the number one priority for financial services companies. In fact, the research firm forecasts that the BI […]

We periodically take a closer look at the trending topics we are seeing in the financial services based on the work we are doing with clients, and the conversations we are having with industry leaders. According to Gartner, growth is the number one goal among senior-level executives in the financial services industry. How can they […]