Insurance CRM: 5 Buying Behavior Segments to Target for Higher Conversions

Insurance CRM: 5 Buying Behavior Segments to Target for Greater Conversions


Insurance firms are in a tearing hurry to protect their turf from digital upstarts.

In pursuit of their quest, they are paying millions to decipher customer behavior, that comes in handy for segmenting target audience and customers based on individual purchase behaviors. Translating into increased conversions.

Understanding buying behaviors will help insurers to...

Financial CRM: 3 Keys to Unlocking Lending Insights

Financial CRM: 3 Keys to Unlocking Lending Insights

Betting in college basketball or baseball can be lucrative, but not in lending operations.

Every lending contract carriers an inherent risk, but the probability of default can be drastically reduced with the information and in turn, insights.

However, for an industry that is looking to get on board with digital, it can be tricky to find an accurate source for the same.   

Banking CRM: 3 Quick Actions to Supercharge Lending Profitability and Performance

 Banking CRM: 3 Quick Actions to Supercharge Lending Profitability and Performance
Gone are the days where a credit decision took weeks.

Customers today, demand eligibility decisions in minutes, else swarming to fintech disruptors that deliver faster credit decisions and transparent business processes. 

The resulting churn is forcing banks to face the million dollar question of what quick actions to take for reducing decision time and increasing risk-reward gains.

Banking CRM: Cut Time to Cut Costs in Loan Origination

Banking CRM: Cut Time to Cut Costs in Loan Origination


Bankers say that the three most important things are costs, costs and costs.

But to their dismay, loan origination costs have been rising steadily year on year.


In 2017, lenders experienced the second highest loan production expenses in nearly 10 years.

CRM Tips: Seize Opportunities through Shorter Sales Cycle

Seize Opportunities through Shorter Sales Cycle

Selling is energy intensive and time sensitive.


The longer you take to make a sale, the lesser the probability of conversion. Now, some industries, by their nature, take longer but they can benefit by finding the optimal cycle that is comparatively shorter and makes good use of time and energy. 

Predicting purchase behaviors, optimizing product recommendations are some of proactive and positives actions that you can take in pursuit of shorter sales cycle.