Deep Insight

DECEMBER 1, 2022

The client will always tell you price is a problem, and you know it’s going to be part of the conversation with a professional procurement team. • How it wasn’t all plain sailing, particularly during the banking crisis in 2008 when many of Kainos’ clients were financial services companies.

Profitability 52

Profitability Procurement B2B Digital Transformation 52

Insightly

SEPTEMBER 19, 2023

CRM strategy for finance and financial services A CRM strategy is indispensable for financial businesses, including banks, investment firms, insurance companies, and financial advisors. In the finance sector, trust, personalized service, and efficient operations are paramount.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Insightly

SEPTEMBER 19, 2023

CRM strategy for finance and financial services A CRM strategy is indispensable for financial businesses, including banks, investment firms, insurance companies, and financial advisors. In the finance sector, trust, personalized service, and efficient operations are paramount.

CRM 52

CRM Insurance Healthcare Manufacturing 52

SalesGlobe

JULY 13, 2022

So is it working with major accounts, middle market accounts, small accounts, certain sectors, you know, financial services, health care, that type of thing. And so they acquired a financial services company to do that. The buy shipping that buys financial services big. Mark Donnolo. Is it end to end?

Acquisition 52

Acquisition Sales Account Management Financial Services 52

Hubspot Sales

MARCH 9, 2022

billion people around the world are unbanked and can’t access the financial services they need. Microlending involves lending small amounts, usually less than $50,000, to financially challenged individuals or organizations that are unable to obtain conventional loans from banks or credit unions.

Finance 98

Finance Small Business Banking Investors 98