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CEVO Message: 2023 In Review

As we wrap up 2023, this marks the end of ORLIG’s 20th anniversary and the start of a new decade in our long journey. I’m incredibly proud of how our CRM/CX solutions have evolved, becoming an integral part of many…

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4 Ways CRM Software Could Benefit Your Business

Businesses today struggle with challenges such as segmentation, data organization, regulation compliance and lead management. The use of CRM (Customer Relationship Management) software has become increasingly popular among businesses due to its ability to solve these challenges. Features of CRM…

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Tailored to Fit Your Needs: Cloud vs On-Premise

Customer Relationship Management (CRM) software helps businesses streamline and manage customer engagement; efficiently administering customer accounts and enhancing the overall customer experience. The two main types of CRM systems are cloud-based and on-premise. While the two software serve a similar…

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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…