Understanding the importance of Customer Relationship Management and its applicability in banking (including new branches like investment banking), it is now essential that you understand that it is of three different types. Each type comes with its own set of…
Marketing has become more like a sprint. Once you let go of your lead, it becomes difficult to win. To ensure that you win, marketers have to be incessantly working on finding out the next best strategy. One of these…
The workflow of CRM in banking may look confusing to regular people as there are a lot of nuances involved. But you need to understand that there are several types of CRMs, and each of them operates differently. The primary…
Everyone is looking to expand, and investment advisor firms are no different. They are on an acquisition spree but agree on the need to do it organically. When you try to do it the right way, you will inevitably face…
We all know banks run on a customer-centric approach. Their ultimate goal is to add value to the customer’s processes and to provide them unique offerings to make their life easier. With so much competition at the play, it has…
Banks are an economic driving force and play a significant role in upgrading the standard of living in an economy. They store all the data about their customers at all the stages in their life. With so much data to…
Today banking has become much more than just borrowing and lending. The customers expect more from banks rather than just having excellent facilities for checking their accounts or ease of credit; they expect you to give them sound financial advice…
In our other articles, customers were the end-users. This article takes a viewpoint where the insurers are our end-users here. So you have a new insurance CRM idea, and you are looking to market it successfully. The old techniques have…
In the last few years, the insurance sector has seen a rise in competition, and the organizations are leaving no stone unturned to stay ahead of the curve. Customer Relationship Management (CRM) is an essential tool amongst the never-ending list…
When we are on a shopping spree to look for the requisite CRM partners for ourselves, we often forget to evaluate our own needs and objectives. We only tend to look for what the other parties have on offer. Instead,…