What we’ve learnt over the years

Stay ahead of the curve with our collection of articles and find the inspiration you need from our library of case studies and success stories. As much as possible, we hope to enhance your CRM experience.

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What are the Types of Banking CRM?

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…

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How does CRM Work in a Bank?

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…

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Role of CRM in Investment Banking

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…


Why is CRM Important in Banking?

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…

The Need for CRM in Banking Sector

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…

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How to Market a New Insurance CRM Idea?

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…