Tuesday, October 22, 2019

5 Winning Practices for Banks With Banking CRM



The ultimate tribute to the banking industry is that if it sneezes the global economy could catch flu.

It is, thus, all the more important for banks to develop winning practices that enable them to the growth leader of the global economy.

Friday, October 4, 2019

Enabling Continuous Transformation of Customer Experience with AI driven Banking CRM


Insurance CRM, CRM for insurance, CRM in insurance
Buckle up, Bankers!

Artificial intelligence is delivering a thrilling customer experience across channels.


It is helping banks to know customers better than themselves and offer personalized, instant and convenient financial fulfillment.

Here's how you can use 'continuous intelligence’ to develop ‘continuous understanding’ of customers and create impactful customer experience in real time.

Tuesday, September 24, 2019

CRM in Financial Services: 5 Ways to Deliver Next Generation Customer Service



Banking and financial service leaders are mixing finance with technology in the hope of solving the world's toughest Rubik's Cube, the customer.

Forget generic products, offers and loyalty programs, the key to a customer’s heart and wallet is by delivering friction-less, delightful and personalized customer service through financial services CRM.

Friday, September 6, 2019

3 Ways Customer Intelligence Can Drive Sales Through CRM




In the past, any increase in the sales of traditional banking were more or less attributed to its soothsaying abilities rather than strong understanding of customer data within.

Customer’s digital engagement has been increased exponentially through multiple touch points including tabs, mobile desktops & laptop devices along with engagement through social channels with effective CRM in banking software. Such sources create immense amount of valuable customer insights which needs to be captured, analyzed & delivered.

The advent of digital is delivering enhanced business opportunities with in-depth customer intelligence.

Tuesday, September 3, 2019

Insurance CRM: Digitizing Workforce for Delivering Delightful Customer Experience

Insurance CRM, CRM for insurance, CRM in insurance

A lot rest on the shoulders of insurers as they protect a customer's future.

In today's age of digital disruption, insurers are looking to create simple, affordable policies that are relevant at every stage of a customer’s life. Their goals include increasing market penetration, enhancing lead conversion ratio, boosting workforce productivity etc.

How can insurers simplify insurance through digital, with the ultimate objective of delivering delightful customer service?