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

Insurers are aiming to build a responsive, high growth business while at the same time, optimize costs. In pursuit of this goal, man...
Financial CRM: 5 Key Impacts of AI in Financial Services

Barely a day passes by without Artificial Intelligence (AI) being hailed as the second coming of financial innovation. From instant fulfi...
Amplify Your Marketing with Powerful Omnichannel Campaigns

Gone are the days when the marketers used to bombard prospects with product information and then make a guesswork of potential custome...
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...
CRM in Banking: 5 Effective Ways to Drive and Boost Customer Retention

Customer’s infatuation with instant fulfillment and availability of financial choices have threatened to add to traditional banking’s t...