Insurance CRM: Developing a High Performance Approach to Robotic Process Automation

Insurance CRM: Developing a High Performance Approach to Robotic Process Automation

Insurers are aiming to build responsive, high growth business while at the same time, optimize costs.

In pursuit of this goal, many insurance firms are deploying the phrase of 'Robotic Process Automation' (RPAs) like cluster bombs. 

Is it worth the bang?

Financial CRM: Upgrading Credit Card Acquisition Experience in a Digital Led World

Financial CRM: Upgrading Credit Card Acquisition Experience in a Digital Led World

To stay aloft in digital acquisitions, credit card issuers must carry out a fine balancing act between risks and customer preferences. 


The lure is tomorrow's profits. The reality is uncertain risks today. 

Customers are demanding quick and convenient application journeys with special focus on mobile.

Banking CRM: Offer Delightful Customer Experience Through a Next Generation Operating Model

Banking CRM: Offer Delightful Customer Experience Through a Next Generation Operating Model

Great times don't last forever.

The banking industry, once the kings of good times, know this only too well. Banks had decades of comfortable position with minimal customer churn, low competition, great 'personal trust' selling point, minimal regulations, zero pressure to change etc. 

The high pedestal came crashing down with the flood of fin-tech startups that redefined convenience and instant gratification with innovative, technology driven processes and offerings. Add well informed, spoilt for choice customers to the mix and we have a traditional banking model struggling for growth and often, survival.

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 on sports may be lucrative, but not on lending operations.

Every lending contract carries an inherent risk, but the probability of default can be drastically reduced with 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.