Nutshell
MAY 21, 2024
Whether you’re a wealth management advisor, accountant, insurance broker, or financial representative, a solid tech stack is essential for your financial services business. Software for financial services companies helps to determine investment opportunities, identify risks, forecast returns, and much more.
Planview
JANUARY 17, 2024
However, despite the significant advancements brought about by Agile, there’s no denying that certain challenges continue to be at the forefront of ensuring optimal efficiency within tech teams, particularly in the financial services industry. Protect sensitive customer information and adhere to data protection regulations.
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Red Star Kim
JANUARY 28, 2024
Having facilitated this session many times in the past in face-to-face workshops, it was exhilarating to experience the change in running it on-line for the first time. We welcomed delegates from legal, accountancy and financial services firms.
SBI
DECEMBER 27, 2018
Top 10 SalesTech Blog Posts of 2018 . Indeed, when making business-to-business purchases for work, buyers are increasingly frustrated by the level of service they encounter. More and more, these frustrated buyers are pointing to a single area where B2B sellers fail to facilitate positive engagement: live interactions.
Red Star Kim
JULY 17, 2023
Earlier in July I was excited to facilitate a new workshop with MBL on confidence. It was really well received by delegates from law and financial services firms well as from legal government departments. This post is intended as an additional learning resource for delegates. Poll results are shown below.
Apptivo
AUGUST 24, 2023
” We’re about to expose the fundamental five benefits that mobile CRM bestows on your organization in the pages of this blog, repeating Shakespeare’s words: “The readiness is all.” ” Let’s begin with some basics of Mobile CRM. What is mobile CRM?
ACT
MARCH 21, 2023
That, in turn, implies further struggles for the professional services industry. In this blog, we’ll delve deeper into the current professional services market and discuss a few noteworthy industry trends. According to the International Monetary Fund (IMF), it’ll affect nearly a third of the global population.
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