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Best CRM For Financial Services – Finance CRM

Apptivo

One of the prime sectors or departments in most organizations is financial services. Financial services, in general, refers to financial management which in broader terms refers to banking, investment, and insurance. To achieve this, one of the emerging trends in financial services is Finance CRM.

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FORRESTER: Financial Services Innovation Requires Digital Tech, Matchmaking, and Discipline

Planview

But in the past year, the rapid adoption of financial services innovation technology has catapulted banking, insurance, and financial leaders into the now. Digital Financial Innovation Is The Antidote To Disruption. Leading firms are responding by promoting innovation. Banking is an old business.

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Being more strategic – Case studies and insights (Ireland May 2023)

Red Star Kim

A&O had been trialling Harvey (based on GPT-4) since November 2022 with a team of lawyers in its Markets Innovation Group (MIG). It’s market position as a full-service law firm for the financial services sector was also admired.

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Top 10 Innovation Links for the Week of 1.29.16

Planview

Welcome to Spigit’s weekly roundup of innovation links, where we feature a carefully curated selection of our favorite content on innovation, crowdsourcing, and more from around the web. Why Black Cabs Need to Innovate, Not Fight. Since then, the traditional black cab service has taken a hit. Who it’s from: George Hill.

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The Global Race to Innovate is on: Spigit’s Annual Growth up by 32%

Planview

Today, the Spigit team is happy to announce record business growth with a 32% increase in new customers in 2015 as well as significant expansion across major industry segments including: financial services, healthcare, manufacturing, and energy. Like KBC, many companies are starting to take a proactive approach to innovation.

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The Global Race to Innovate is on: Spigit’s Annual Growth up by 32%

Planview

Today, the Spigit team is happy to announce record business growth with a 32% increase in new customers in 2015 as well as significant expansion across major industry segments including: financial services, healthcare, manufacturing, and energy. Like KBC, many companies are starting to take a proactive approach to innovation.

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How KBC Bank Used Crowdsourced Innovation to Create Massive Employee Engagement

Planview

KBC Bank, a European bank and financial services leader , is an example of a company that experienced disruption first hand. Financial services, like many industries, is going through a tremendous amount of change. Technology has fundamentally shifted how consumers interact with banks and other financial institutions.

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