Banking CRM: Re-Calibrate Your Service Strategy

CRM Solutions, CRM software, Customer Loyalty

Customer loyalty is something earned, not produced on demand. 

The best way to earn it is by delivering the finest customer service in banking, by re-calibrating your service strategy. Here's how.

CRM Tips: 5 Indispensable Customer Loyalty Lessons to Help Your Business Thrive

CRM Solutions, CRM software, Customer Loyalty

Two, four, six, eight..don't let your customers alienate.

This is the haiku sung by businesses, in today's age of intense competition for customer eyeballs and wallets. But, ensuring loyalty of the customer is steeper than Baldwin Street.

Here are five key lessons that will make the climb easier and help your business thrive.

Financial CRM: Engineering a Loan Revolution

CRM Solutions, Financial CRM, CRM software, Digital Lending

A loan gives wings to dreams, solves problems and provides a safety net. 

But, the life of a lender is tough. 


Insurance CRM: Apply AI to Transform from an Agent to a Trusted Expert

CRM Solutions, Insurance CRM, CRM software, AI in Insurance

Maya is the perfect insurance agent. 

She has the highest satisfaction ratings from customers, instinctively senses their moods and offers relevant conversations, helps them buy or cancel or upgrade policies and empowers her colleagues to settle most of the claims in three seconds.

Insurance CRM: How to Lead in Digital Transformation, Engagement and Experience

CRM Solutions, Insurance CRM, CRM software, digital transformation

The average lifespan of top insurance companies in S&P 500 is getting shorter and shorter every year.

Traditional business models that focus on agents and distributors are getting battered with disruptive end to end digital journeys. And rightly so. Anyone, meeting pre-requisites, can buy a tailored insurance with a few clicks. With a lower premium thrown in too. 

How can insurers stay relevant and more importantly, lead in digital transformation, engagement, and experience? By focusing on the following fundamentals in insurance CRM