Nutshell

MAY 21, 2024

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?

Financial Services 71

Financial Services Software Software Cybersecurity 71

Insightly

AUGUST 25, 2022

The answer is with a customer relationship management tool, also called a CRM. But this vignette only hints at the power of a CRM. To truly understand the depth of a CRM’s benefits, you need to understand exactly what a CRM is and does. What Is a CRM? What Exactly Does a CRM Do? Communication history.

CRM 52

CRM Decision-making Marketing Finance 52

Red Star Kim

FEBRUARY 8, 2024

Connected leadership – How professional relationships (kimtasso.com) Competitors – Analyse who your major competitors are advising and adapt their targeting methods (I’m a little uncomfortable with the current trend to use LinkedIn to review your competitors’ contacts and target them yourself!)

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

Red Star Kim

SEPTEMBER 29, 2023

One delegate question was “ What tips to engage fee earners with investing time and data into the CRM systems?”. How happy are you with your CRM (and integrated mailing, analytics and relationship management capabilities)?

Marketing 130

Marketing Stakeholders Digitalization Communication 130

Arpedio

OCTOBER 17, 2023

Account management plays a central role in building lasting client relationships and ensuring customer satisfaction. They offer a comprehensive suite of features designed to streamline account-related tasks, including maintaining a client database, automating repetitive processes, and enhancing communication.

Account Management 52

Account Management Software Software Management 52

PandaDoc

MAY 28, 2024

Tools like CRM and document workflow management software are key to a seamless transition to consulting sales. Let’s delve into the pivotal role consultative selling plays in fostering meaningful client relationships and driving long-term business success. For example, you sell customer relationship management (CRM) software.

Sales 52

Sales e-Learning Healthcare Software 52

Apptivo

JANUARY 11, 2023

9 ways in which excellent UX boosts the performance of your CRM software. When businesses seek a Customer Relationship Management (CRM) platform, they frequently consider items like its application’s integrations, analytical capabilities, and personalization choices. The way forward.

Management 52

Management CRM Software Software 52

Red Star Kim

MARCH 16, 2023

88% Banks, financial institutions and IFAs 76% Accountancy firms 59% Private equity/corporate finance 53% Law firms 35% Insolvency firms 29% Property firms 18% Charities and associations 18% Other (surveyors) 12% Regulators 12% Government and local authorities Which methods does your firm use for generating more work from external referrers?

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

Red Star Kim

FEBRUARY 6, 2023

Client Relationship Management (CRM) systems are the foundation upon which the success of professional services firms’ marketing relies. Those with roles in CRM, digital marketing, analytics and data stewardship will live and breathe the challenge of data quality and data compliance (GDPR). Hooray to that!

Marketing 26

Marketing Artificial Intelligence CRM Digitalization 26

PandaDoc

APRIL 5, 2023

It also affects clients, partners, distribution channels, and other parties involved. The ultimate goal is to enable salespeople to focus on closing deals and developing client relationships and spend less time on routine tasks. You will need a sophisticated CRM system with an in-built reporting module to do so.

Sales 52

Sales Logistics CRM Prioritization 52

SmartKarrot

JANUARY 28, 2022

Own the health of your client relationships in all respects: product utilization, campaign success, contract renewal, and beyond. Establish and maintain a solid relationship with the users through one-shot campaigns, seasonal initiatives, and daily communications.

Customer Success 19

Customer Success Onboarding Value Proposition Facilitation 19

ClearPoint Strategy

JULY 29, 2021

Both handle customer finances and investments, but (generally speaking) Goldman Sachs prioritizes high-touch, personal relationships, while E*TRADE values high-tech, self-service relationships. You obviously want great health outcomes, but where do finances fit in? And what about your staff, skills, and technology?

Innovation 98

Innovation e-Learning Healthcare Government 98

Red Star Kim

APRIL 12, 2023

Previously, my proactive activities were large projects that I took on e.g. implementing an experience database, a tidy up of our CRM systems. In my first week, the week before Christmas, I worked on four pitches. How do you get around fee-earners who are slightly sceptical about M&BD and aren’t as responsive to ideas or concepts?

Media 130

Media Marketing B2C Stakeholders 130

Red Star Kim

APRIL 24, 2023

Yet there was an interesting article In March 2023 17 Top Reasons Lawyers Don’t Call Their Clients – The BTI Consulting Group “High-quality voice dialogue between clients and their relationship partners remains rare. This leaves a lot of room to develop client relationships”.

Emotional Intelligence 26

Emotional Intelligence Financial Services Decision-making Digitalization 26

SmartKarrot

JUNE 4, 2021

Conduct regular process reviews with Business Development, Operations & Finance teams with monthly review to the senior leadership team. Provide thought leadership and executive escalation to promote key client relationships and growth initiatives. Apply here: [link].

Customer Success 10

Customer Success Investors Insurance Banking 10

SmartKarrot

OCTOBER 19, 2022

The role can include any number of tasks, including managing client relationships, developing marketing strategies, coordinating events and trade shows, and more. The highest-paying industries are IT, technology, finance, and banking. What is Account Management all about? Account management is a lucrative career in general.

Account Management 10

Account Management Management Telecommunications Healthcare 10

Hubspot Sales

DECEMBER 20, 2019

Whether you’ve used a spreadsheet to manage your personal finances, or have spent countless hours building pivot tables for previous roles, chances are you’ve had some hands-on experience using spreadsheets. In sales, the most common type of database used is a client relationship manager, also known as a CRM.

CRM 71

CRM Logistics Software Software 71