article thumbnail

Software for Financial Services Companies: What’s Your Tech Stack?

Nutshell

Customer relationship management (CRM) Financial management Risk management Cybersecurity Trading and portfolio management Financial planning and analysis (FP&A) Data analytics and business intelligence Compliance and regulatory reporting Document management and collaboration Wealth management What software is used in financial services?

article thumbnail

Top CRM trends

Insightly

The history of customer relationship management spans over five decades and has spurred the continuous evolution of CRM technology. The global CRM market was valued at $47.79 To meet customer-centric goals, new CRM tools with greater precision are being developed. Every year, new trends come up in the CRM space.

CRM 52
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Top CRM trends

Insightly

The history of customer relationship management spans over five decades and has spurred the continuous evolution of CRM technology. The global CRM market was valued at $47.79 To meet customer-centric goals, new CRM tools with greater precision are being developed. Every year, new trends come up in the CRM space.

CRM 52
article thumbnail

System review: CogniClick for instant, personalised research reports using AI

Red Star Kim

It integrates with most CRM and email automation systems. The intuitive and easy-to-use system enables you to create attractive polls, assessments or similar content formats with best practice that today’s short attention spans are around 3 – 20 questions.

Banking 130
article thumbnail

Top CRM trends for 2021

Insightly

The history of customer relationship management spans over five decades and has spurred the continuous evolution of CRM technology. The global CRM market was valued at $47.79 To meet customer-centric goals, new CRM tools with greater precision are being developed. Every year, new trends come up in the CRM space.

CRM 98
article thumbnail

Referrer and Intermediary Management – Silos, Targets and Culture

Red Star Kim

While some firms used CRM systems (Microsoft Dynamics and SalesForce were mentioned) to overcome a lack of internal communication about referrers and clients and past and current cases, many reported that they lacked good enough data to conduct analysis to support cross-selling initiatives. Video) (kimtasso.com).

article thumbnail

Top 2023 SMB technology predictions that business owners want to know

ACT

As they settle into the post-COVID grind, SMBs are diving headlong into adopting new technologies like marketing automation and productivity tools and learning to use these technologies in a way that is authentic to their company cultures. . Cybersecurity. All told, the cybersecurity market is expected to grow to $14.8