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.

Financial Services 71

Financial Services Software Software Cybersecurity 71

ACT

MARCH 21, 2023

These created roadblocks to service delivery and resource utilisation and, in turn, affected customer experience. Growing competition As more professional services organisations enter the market, the industry will become saturated with service providers. Future-proof your professional services business with Act!

Digital Transformation 52

Digital Transformation Remote Working Artificial Intelligence Client Relationships 52

Insightly

SEPTEMBER 19, 2023

A well-crafted strategy for your CRM for consulting firms can help to streamline their operations, enhance client engagement, and drive business growth. Here’s an in-depth look at how CRM can benefit consulting firms: Client Relationship Management: Consulting firms heavily rely on their client relationships.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Insightly

SEPTEMBER 19, 2023

A well-crafted strategy for your CRM for consulting firms can help to streamline their operations, enhance client engagement, and drive business growth. Here’s an in-depth look at how CRM can benefit consulting firms: Client Relationship Management: Consulting firms heavily rely on their client relationships.

CRM 52

CRM Insurance Healthcare Manufacturing 52