Become An Experience Maker in Financial Services and Insurance

Become an Experience Maker in
Financial Services and Insurance

Discover How Leaders in These and Other Industries Have
Achieved Success by Embracing the Digital Customer Experience
FINANCIAL SERVICES AND
INSURANCE REFLECTIONS
FORTUNE 100 FINANCIAL

SERV I CES PROV I DER
CAPTIV E
FINANCE LEADER
We hope this finds you healthy.
CONSUMER FINANCIAL SERV I CES
PRODUCTS PROV I DER
Since the onset of the pandemic, digital adoption, platform modernization, and client-
U.S. NEWS & WORLD REPORT
TOP 10 MEDICAL CENTER centricity have accelerated dramatically. Mobile app and online users, digital appointments,
digital sales, virtual assistant interactions, person-to-person payments, digital deposits,
NATIONALLY RANK E D
HEALTHCARE PROV I DER and digital client engagements are up significantly.
LEADING
AUTOMAK E R
This digitization has enabled consumers to do business with financial institutions much
GLOBAL AUTOMAK E R AND more quickly and efficiently, resulting in higher client satisfaction. The investment in digital
MOBILITY PROV I DER
engagement and collaboration capabilities has also led firms to streamline operations and
FORTUNE 100 HEAV Y lower their headcount and expenses.
EQUIPMENT MANUFACTURER
GLOBAL SEMICONDUCTOR But this is only the beginning for the financial services and insurance industries. And all of this
COMPANY
is only possible with the right technology in place. That’s why Perficient relies on crème-of-
FORTUNE 500 DIAGNOSTIC the-crop solutions, such as those from Adobe, to provide the foundation needed for our clients
TESTING PROV I DER
to truly become “Experience Makers.” With solid footing, clients can evolve with the changing
LEADER IN ENGINEERING digital landscape. With the right investment, they can ensure long-term success.
SIMULATION
MAJ O R APPAREL BRAND FOR

BABIES AND Y O UNG CHILDREN CONTINUE READING...
WHY PERFICIENT FOR Y O UR

NEXT ADOBE PROJ E CT 2

CAPTIV E
FINANCE LEADER
Our financial services and insurance clients are increasingly interested in learning what other
PRODUCTS PROV I DER industries are doing and thinking. Over the following pages, we share a collection of hand-picked
projects that Perficient has delivered with Adobe across various industries. Imagine the different
TOP 10 MEDICAL CENTER ways they relate to your business. While each company has its unique challenges, the desired
business outcomes are generally the same: they aim to modernize, innovate, and disrupt to win.
NATIONALLY RANK E D
HEALTHCARE PROV I DER
LEADING Whether you’re just beginning your transformation journey or are well on your way, we invite
AUTOMAK E R
you to explore our strong partnership with Adobe and our diverse capabilities in financial
GLOBAL AUTOMAK E R AND services and insurance.
MOBILITY PROV I DER
FORTUNE 100 HEAV Y

David Wiesel Greg Dawson
GLOBAL SEMICONDUCTOR General Manager General Manager
COMPANY
Financial Services & Insurance Practice Adobe Practice
FORTUNE 500 DIAGNOSTIC
Perficient Perficient
TESTING PROV I DER
LEADER IN ENGINEERING
SIMULATION

BABIES AND Y O UNG CHILDREN


SERVICES PROVIDER
CAPTIVE
FINANCE LEADER
FORTUNE 100 FINANCIAL SERVICES PROVIDER
CONSUMER FINANCIAL SERVICES
PRODUCTS PROVIDER
Increasing Engagement With
TOP 10 MEDICAL CENTER
Marketing Automation
NATIONALLY RANKED
HEALTHCARE PROVIDER
Challenge + Opportunity
LEADING Despite major marketing investments to boost awareness of its retail services, a lack of
AUTOMAKER
communication between the financial institution’s business lines led to uncoordinated
GLOBAL AUTOMAKER AND emails, causing confusion and a lack of engagement.
MOBILITY PROVIDER
FORTUNE 10 0 HEAV Y
EQ U IPMENT MANUFACTURER Solution Highlights
AGILE PROJECT
Our team implemented Adobe Campaign for cross-channel campaign creation and MANAGEMENT
GLOBAL SEMICONDUCTOR
COMPANY management. We centralized a rules-based platform for email marketing and automation.
FORTUNE 50 0 DIAGNOSTIC
TESTING PROVIDER
Key Benefits
LEADER IN ENGINEERING With marketing automation and cross-channel campaigns, the provider of retirement
SIMULATION
services and solutions increased awareness of its wealth management services, along SCALABLE FOR
MAJ O R APPAREL BRAND FOR with improved customer engagement. GROWTH

FORTUNE 10 0 FINANCIAL
SERVICES PROVIDER
CAPTIVE
FINANCE LEADER
CAPTIVE FINANCE LE ADER
PRODUCTS PROVIDER
Creating Personalized
Multichannel User Experiences
NATIONALLY RANKED
HEALTHCARE PROVIDER
LEADING A global provider of auto finance solutions wanted to use Adobe Experience Cloud to create seamless
AUTOMAKER
multichannel personalized experiences that build customer loyalty, provide a constant connection, and
GLOBAL AUTOMAKER AND enable self-service to improve the experience of its users.
MOBILITY PROVIDER
FORTUNE 10 0 HEAV Y
We led a phased (Crawl, Walk, Run) strategy to execute analytics and personalization to increase engagement and
COMPANY reduce cost. This approach allowed the company to measure and analyze real-time data, and, in turn, personalize
and improve users’ digital experiences. Our team continues to assist in operational efficiencies around the globe.
TESTING PROVIDER
LEADER IN ENGINEERING Key Benefits

SIMULATION

90% 47% 121% 82%
INCREASE IN NET CALL VOLUME REDUCTION INCREASE IN AUTOPAY INCREASE IN NEW
WHY PERFICIENT FOR Y O UR PROMOTER SCORE IN KEY AREAS REGISTRATION FEATURE ADOPTION
SERVICES PROVIDER
CAPTIVE
FINANCE LEADER
CONSUMER FINANCIAL SERVICES PRODUCTS PROVIDER
112%
PRODUCTS PROVIDER
Creating Reliable Customer
Self-Service With Adobe INCREASE IN DIGITAL
AUTO PAY REGISTRATION
NATIONALLY RANKED
HEALTHCARE PROVIDER
LEADING The financial services provider wanted to provide a self-service experience across
AUTOMAKER
multiple channels to improve customer satisfaction, build loyalty, reduce call center WON 3 DIGITAL
GLOBAL AUTOMAKER AND volume, and lower costs.
MOBILITY PROVIDER
MARKETING AWARDS
FORTUNE 10 0 HEAV Y
We helped design and build the company’s self-service site and portal using Adobe
COMPANY Experience Manager and a mobile application using Microsoft Xamarin and Adobe Analytics. DROVE $112K IN
LOANS AND LEASES
-47%
TESTING PROVIDER
Key Benefits
LEADER IN ENGINEERING The innovative experience increased Net Promotor Scores by 90% and reduced call
SIMULATION
center volume by 47% in key areas such as billing and statements, make a payment, CALL VOLUME IN
MAJ O R APPAREL BRAND FOR and forgotten password. KEY AREAS

SERVICES PROVIDER
CAPTIVE
FINANCE LEADER
U.S. NE WS & WORLD REPORT TOP 10 MEDICAL CENTER
PRODUCTS PROVIDER
Changing Public Perception
by Reinventing the CX
NATIONALLY RANKED
HEALTHCARE PROVIDER
LEADING
A nonprofit healthcare organization wanted a roadmap focused on innovation,
11%
AUTOMAKER
empowering users, unifying the experience, outpacing the competition, and
GLOBAL AUTOMAKER AND
MOBILITY PROVIDER becoming a data-driven organization.
INCREASE IN CONVERSION
FORTUNE 10 0 HEAV Y RATES WITHIN 10 MONTHS
We began with a rebranding effort based on research, which led to a website
COMPANY redesign and migration to Adobe Experience Manager. Other aspects included
TESTING PROVIDER
streamlining the customer experience, launching a mobile app, and creating a
healthcare library. 10x
LEADER IN ENGINEERING INCREASE IN MOBILE APP
SIMULATION DOWNLOADS WITHIN ONE YEAR
Key Benefits
MAJ O R APPAREL BRAND FOR The new website had 3x the number of top search engine rankings and saw an
11% jump in conversion rates within a 10-month period.
SERVICES PROVIDER
CAPTIVE
FINANCE LEADER
NATIONALLY R ANK ED HE ALTHCARE PROVIDER
PRODUCTS PROVIDER
Personalizing the Healthcare
Experience for 11M Members
NATIONALLY RANKED
HEALTHCARE PROVIDER
Challenge + Opportunity SCALABLE PRICING
LEADING The healthcare consortium wanted to transform the member digital experience and MODEL AND TICKETING
AUTOMAKER
use personalization to provide relevant experiences across all channels. PROCESS IN MARKETO
MOBILITY PROVIDER
Solution Highlights
FORTUNE 10 0 HEAV Y
EQ U IPMENT MANUFACTURER We implemented Adobe Launch, Analytics, Target, and Experience Manager on Adobe
Managed Services cloud and showcased how Marketo allows for secure data use in CREATED CENTERS
COMPANY marketing campaigns. OF EXCELLENCE
TESTING PROVIDER
Key Benefits
LEADER IN ENGINEERING The organization has insights into its members and can deliver personalized
SIMULATION
experiences that reduce healthcare costs. Marketo enables scalable, complex NEW INSIGHTS INTO
MAJ O R APPAREL BRAND FOR marketing automation campaigns. MEMBER JOURNEYS

SERVICES PROVIDER
CAPTIVE
FINANCE LEADER
LE ADING AUTOMAK ER
PRODUCTS PROVIDER
Boosting Leads With
a Virtual Auto Showroom
NATIONALLY RANKED
HEALTHCARE PROVIDER
20
LEADING One of the world’s leading auto manufacturers needed an ecommerce experience LEADS WITHIN THE
AUTOMAKER FIRST THREE DAYS
in Europe to allow customers to source dealer inventory through its websites.
MOBILITY PROVIDER
Solution Highlights
FORTUNE 10 0 HEAV Y
EQ U IPMENT MANUFACTURER We worked with teams in Europe to build a light version of the experience for its
specialty vehicles and launched a full, working experience on Adobe Experience USER-FRIENDLY
COMPANY Manager ahead of schedule. WEBSITE
TESTING PROVIDER
Key Benefits
LEADER IN ENGINEERING The site generated more than 1,700 site visits that led to 20 leads within the first
SIMULATION
three days. The user-friendly site showcases up-to-date inventory and enhances ENHANCED USER
MAJ O R APPAREL BRAND FOR the user experience. EXPERIENCE

SERVICES PROVIDER
CAPTIVE
FINANCE LEADER
GLOBAL AUTOMAK ER AND MOBILIT Y PROVIDER
PRODUCTS PROVIDER
Establishing an Adobe
Center of Excellence
NATIONALLY RANKED
HEALTHCARE PROVIDER
LEADING A leading manufacturer of cars and trucks set out to establish a strong digital INCREASED SPEED
AUTOMAKER
TO MARKET
foundation on the Adobe platform to support its vision of mobility and connecting
GLOBAL AUTOMAKER AND technology with people.
MOBILITY PROVIDER
FORTUNE 10 0 HEAV Y
We first recommended and developed a Center of Excellence (CoE) to improve all digital BRINGING DEVELOPMENT
COMPANY services by promoting consistency, efficiency, and reusability across the enterprise. We PARTNERS TOGETHER
then led the migration to Adobe Experience Manager.
TESTING PROVIDER

SIMULATION
The CoE and Adobe platform seek to drive more value from digital properties and MIGRATION TRACKING,
MAJ O R APPAREL BRAND FOR improve collaboration between internal teams, partners, and agencies. AUDITING & REPORTING

SERVICES PROVIDER
CAPTIVE
FINANCE LEADER
FORTUNE 100 HE AV Y EQUIPMENT MANUFACTURER
PRODUCTS PROVIDER
Accelerating Digital
Expansion and Sales
NATIONALLY RANKED
HEALTHCARE PROVIDER
LEADING Re-platforming a construction equipment manufacturer’s site onto Adobe
AUTOMAKER
Experience Manager was critical to the brand and dealer network for
GLOBAL AUTOMAKER AND maintaining market relevance and increasing marketing lead generation.
MOBILITY PROVIDER
DESIGNED CX FOR
FORTUNE 100 HEAV Y
EQUIPMENT MANUFACTURER Solution Highlights 80+ DEALER SITES
We designed a new customer experience for the main site, along with 80
COMPANY dealer sites. We migrated content, built an intuitive user experience, and
integrated third-party software applications.
TESTING PROVIDER
LEADER IN ENGINEERING Key Benefits HELPED ACHIEVE RENTAL

SIMULATION
The new site allows dealers to curate and author content for their BUSINESS GOALS
MAJ O R APPAREL BRAND FOR respective sites while accelerating the brand’s digital expansion.

SERVICES PROVIDER
CAPTIVE
FINANCE LEADER
GLOBAL SEMICONDUCTOR COMPANY
PRODUCTS PROVIDER
Strengthening Brand Compliance
With a Centrally Managed System
NATIONALLY RANKED
HEALTHCARE PROVIDER
LEADING Legacy technologies made content difficult to manage. The publicly traded
AUTOMAKER
manufacturer needed to develop a new governance model to support and ensure
GLOBAL AUTOMAKER AND consistent use of the brand.
MOBILITY PROVIDER
FORTUNE 10 0 HEAV Y CONSISTENT MARKETING

EQ U IPMENT MANUFACTURER Solution Highlights STRATEGY & BRAND
We helped the company establish new governance and implement a content approval
COMPANY model. We migrated content and relational data to Adobe Experience Manager (AEM).
TESTING PROVIDER
Key Benefits
LEADER IN ENGINEERING Today, all content flows through AEM using implemented governance models, CENTRALIZED DESIGNS &
SIMULATION
translation frameworks, and approval systems. STANDARDIZED TEMPLATES

SERVICES PROVIDER
CAPTIVE
FINANCE LEADER
FORTUNE 500 DIAGNOSTIC TESTING PROVIDER
PRODUCTS PROVIDER
Evolving and Enhancing the User
Digital Experience With AEM
NATIONALLY RANKED
HEALTHCARE PROVIDER PERSONALIZE
Challenge + Opportunity EXPERIENCES WITH
LEADING Company sites ran on outdated platforms, and with 70% of site traffic coming from ADOBE TARGET
AUTOMAKER
consumers, the global pandemic highlighted the need for an improved digital experience.
MOBILITY PROVIDER
Solution Highlights
FORTUNE 10 0 HEAV Y
EQ U IPMENT MANUFACTURER We led a discovery phase that analyzed the current digital environment and created CONSOLIDATE BACK-
six future-state journey maps for migrating the company’s sites to Adobe Experience END SYSTEMS
COMPANY Manager (AEM).
FORTUNE 500 DIAGNOSTIC

TESTING PROVIDER
Key Benefits
LEADER IN ENGINEERING We built a new site on AEM and migrated all of its legacy sites. We supported the IN-DEPTH CONTENT REVIEW
SIMULATION
project with analytics, SEO, and content strategy. AND DIGITAL STRATEGY

FINANCIAL SERV I CES AND

CAPTIV E
FINANCE LEADER
LE ADER IN ENGINEERING SIMUL ATION
PRODUCTS PROV I DER
Enhancing the Customer Experience
and Demand-Generation Process
NATIONALLY RANK E D
HEALTHCARE PROV I DER
Challenge + Opportunity ENHANCED SEARCH

LEADING
AUTOMAK E R The global leader in engineering simulation needed to redesign and re-platform FUNCTIONALITY
its website to accurately represent its products and services and provide a clear
GLOBAL AUTOMAK E R AND
MOBILITY PROV I DER path for visitors.
FORTUNE 100 HEAV Y

Solution Highlights CONTENT TAXONOMY AND
GLOBAL SEMICONDUCTOR We led the design, content, and deployment of the new site on AEM as a Cloud TAGGING STRATEGY
COMPANY
Service. We also implemented Experience Manager Assets, Launch, Target,
FORTUNE 500 DIAGNOSTIC Analytics, and Dynamic Media.
TESTING PROV I DER

SIMULATION
Lead data is validated and synced with the company’s CRM, and content can easily be ANALYTICS PROVIDE
MAJ O R APPAREL BRAND FOR created and maintained to create great customer experiences with little IT support. CUSTOMER INSIGHT

SERVICES PROVIDER
CAPTIVE
FINANCE LEADER
MA JOR APPAREL BR AND FOR BABIES AND YOUNG CHILDREN
PRODUCTS PROVIDER
Integrating AEM and CRM
for Advanced Personalization
NATIONALLY RANKED
HEALTHCARE PROVIDER
CROSS-PLATFORM
Challenge + Opportunity CONTENT SHARING
LEADING
AUTOMAKER A maker of one of the most recognizable clothing brands needed to
implement a bi-directional connection between Adobe Experience Manager
MOBILITY PROVIDER (AEM) and a commerce solution to power its online store.
FORTUNE 10 0 HEAV Y
EQ U IPMENT MANUFACTURER Solution Highlights ENABLED 1M EMAIL
We implemented AEM Sites and Assets and integrated it with the company’s SENDS PER DAY
COMPANY existing commerce and marketing systems with custom modifications.
TESTING PROVIDER
Key Benefits
LEADER IN ENGINEERING The company now has a flexible, scalable CMS capable of handling millions
SIMULATION
of monthly site visitors and content requests, while enabling advanced CREATE, CATALOG, AND
MAJOR APPAREL BRAND FOR personalization capabilities. DELIVER CONTENT
BABIES AND YOUNG CHILDREN

SERVICES PROVIDER
CAPTIVE AT-A-GL ANCE

FINANCE LEADER

PRODUCTS PROVIDER
Perficient Profile
NATIONALLY RANKED
HEALTHCARE PROVIDER
~40 $730M 1997
Global Locations Projected 2021 Revenue Founded In
LEADING
AUTOMAKER

MOBILITY PROVIDER
FORTUNE 10 0 HEAV Y
EQ U IPMENT MANUFACTURER 6,000+ 90 % PRFT
Employees Repeat Business Rate Public, NASDAQ
COMPANY
TESTING PROVIDER
Global Delivery Centers Dedicated Alliance Partnerships Multiple vendor &
LEADER IN ENGINEERING in China, India, Eastern Solution With Major Tech industry tech and
SIMULATION Europe and Latin America Practices Vendors growth awards

WHY PERFICIENT FOR YOUR

NEXT ADOBE PROJECT 16
SERVICES PROVIDER
Solutions Expertise
CAPTIVE Building Digital Customer Data Adobe Run

FINANCE LEADER Experiences Intelligence & Operate
CONSUMER FINANCIAL SERVICES Platinum Partner

PRODUCTS PROVIDER
Platform Centers of
We’re an Adobe Specialized Partner, certified for our Migrations
DevOps
Excellence
proven capabilities and successful implementations
across five areas, including Marketo Engage (the
Digital Asset Marketing
NATIONALLY RANKED Commerce
HEALTHCARE PROVIDER
first in the world) and Adobe Commerce. With Management Automation
specializations in Adobe Experience Manager and
LEADING
AUTOMAKER
Adobe Analytics, our certified experts will help you
transform into an “Experience Maker.”
MOBILITY PROVIDER Listed by Forrester as a
Industries We Serve Mid-Size Consultancy in Now Tech:
FORTUNE 10 0 HEAV Y Implementation Services, Q1 2020
EQ U IPMENT MANUFACTURER • Financial Services & Insurance
• Healthcare & Life Sciences 2020 IAC Award for Best

250+
COMPANY Certifications Consumer Goods Website
• Automotive
FORTUNE 50 0 DIAGNOSTIC Adobe, Marketo, and • Manufacturing
800+
Magento Imagine Excellence Awards
TESTING PROVIDER Adobe commerce
• Consumer Markets 2019: Best B2B Buyer Experience
platform engagements
LEADER IN ENGINEERING
• Energy & Utilities
90%
SIMULATION
Of our Adobe business 2019 Gold
is repeat business • Telecommunications DotCOMM Award

SERVICES PROVIDER
CAPTIVE INDUSTRY
FINANCE LEADER

PRODUCTS PROVIDER
Financial Services and Insurance
360+ Leading Financial Services
U.S. NEWS & WORLD REPORT We have the industry experience and capabilities to transform and advance and Insurance Companies Have
TOP 10 MEDICAL CENTER Counted On Us
financial services and insurance firms with modern technology and digital
NATIONALLY RANKED solutions. The breadth of our services helps drive process improvement,
HEALTHCARE PROVIDER
enhance the client experience, and deepen relationships faster.
LEADING
AUTOMAKER 5,300+ Engagements
Sub-Industry Expertise
MOBILITY PROVIDER
FORTUNE 10 0 HEAV Y Commercial Banking Annuities Project Spotlight

Asset Management Capital Markets
EQ U IPMENT MANUFACTURER
We helped a super-regional bank
modernize how it engages with
customers to mitigate loan payment
COMPANY
Investment Banking Retail Banking Retirement Services Payments delinquencies and reduce losses.
TESTING PROVIDER
LEADER IN ENGINEERING Securities Brokerage Wealth Management Personal Lines

SIMULATION

BABIES AND Y O UNG CHILDREN Commercial Lines Life

Let Perficient help
you on your digital
transformation journey.
Perficient is the leading global digital consultancy
helping transform the world’s largest enterprises
and biggest brands. As a trusted end-to-end
digital provider, Perficient partners with its Global
2000 and other large enterprise customers
across North America to design and deliver digital
transformation solutions that exceed customers’
expectations, outpace the competition and
transform their business.
PERFICIENT.COM/BLOGS PERFICIENT.COM/INSIGHTS (855) 411-PRFT(7738) PERFICIENT.COM/CONTACT

Become An Experience Maker in Financial Services and Insurance

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Become An Experience Maker in Financial Services and Insurance

Uploaded by

Copyright:

Available Formats

Become an Experience Maker in

Financial Services and Insurance

FORTUNE 100 FINANCIAL

MAJ O R APPAREL BRAND FOR

WHY PERFICIENT FOR Y O UR

FORTUNE 100 FINANCIAL

FORTUNE 100 HEAV Y

MAJ O R APPAREL BRAND FOR

WHY PERFICIENT FOR Y O UR

FORTUNE 100 FINANCIAL

WHY PERFICIENT FOR Y O UR

LEADER IN ENGINEERING Key Benefits

MAJ O R APPAREL BRAND FOR

WHY PERFICIENT FOR Y O UR

WHY PERFICIENT FOR Y O UR

WHY PERFICIENT FOR Y O UR

LEADER IN ENGINEERING Key Benefits

WHY PERFICIENT FOR Y O UR

LEADER IN ENGINEERING Key Benefits HELPED ACHIEVE RENTAL

WHY PERFICIENT FOR Y O UR

FORTUNE 10 0 HEAV Y CONSISTENT MARKETING

WHY PERFICIENT FOR Y O UR

FORTUNE 500 DIAGNOSTIC

WHY PERFICIENT FOR Y O UR

FORTUNE 100 FINANCIAL

Challenge + Opportunity ENHANCED SEARCH

FORTUNE 100 HEAV Y

LEADER IN ENGINEERING Key Benefits

WHY PERFICIENT FOR Y O UR

WHY PERFICIENT FOR Y O UR

CAPTIVE AT-A-GL ANCE

CONSUMER FINANCIAL SERVICES

GLOBAL AUTOMAKER AND

MAJ O R APPAREL BRAND FOR

WHY PERFICIENT FOR YOUR

CAPTIVE Building Digital Customer Data Adobe Run

CONSUMER FINANCIAL SERVICES Platinum Partner

• Healthcare & Life Sciences 2020 IAC Award for Best

WHY PERFICIENT FOR YOUR

CONSUMER FINANCIAL SERVICES

FORTUNE 10 0 HEAV Y Commercial Banking Annuities Project Spotlight

LEADER IN ENGINEERING Securities Brokerage Wealth Management Personal Lines

MAJ O R APPAREL BRAND FOR

WHY PERFICIENT FOR YOUR

PERFICIENT.COM/BLOGS PERFICIENT.COM/INSIGHTS (855) 411-PRFT(7738) PERFICIENT.COM/CONTACT

You might also like