Social CRM for Finance
Vision CRM has launched its Web-based Vision CRM, which highlights a social activity stream that allows advisors to collaborate internally with their staff and monitor external client and prospect activity…Read more →
CRM Finance
Integration Of Social Media With CRM In Financial Services
Many businesses across industries have integrated social media into their CRM services early on; some better than others. It’s not only about the adaptation but knowing how to leverage social…Read more →
Factors to consider Vision CRM for your Business
Factors to consider Vision CRM for your Business Some businesses are still frozen in time relying on the antiquated index card Rolodex to keep all their customer information. As much…Read more →
CRM Banking Requirement?
CRM in Banking What is the need for CRM in banking and what is CRM in banking context is discussed in this section. The increased competition in the banking market,…Read more →
CRM Finance key features to Succeed
Getting CRM right can always be somewhat of a struggle for most businesses, but the Financial Services industry in particular is under a lot of pressure to make sure customer…Read more →
Key Factors for successful CRM in Financial Services
Client Orientation and Focus In today’s competitive environment, everyone knows the importance of being client focused, however, not everyone knows or understands how to put that into practise. For Financial…Read more →