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.
Zendesk
MARCH 24, 2023
Financial services are at a pivotal point in the industry. That means sales, claims, services, and transactions need to happen securely across digital channels. Set up automated self-service for low-value customer interactions Customers want fast answers, and they want to get information on their own.
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Zendesk
FEBRUARY 3, 2023
Customer experience (CX) in banking is how customers feel about every interaction with your financial service, at all stages of the customer lifecycle. Common customer expectations for the digital banking experience Customers expect an excellent customer experience regardless of industry. Deloitte 5.
ACT
AUGUST 24, 2022
No matter what size your business is, chances are you can benefit from better efficiency through marketing and workflow automation as well as easy access to all of your client information in one place. Forrester Research reports that financial advisors can improve prospect-to-client conversion rates by up to 300% when they use CRM.
Red Star Kim
JUNE 16, 2022
Alongside generating new business directly from clients and developing existing client relationships, referrer management was seen as vital to generate revenue and profit – particularly for those reliant on commercial transactions in B2B and consumer clients in B2C. 50% legal, 25% financial services and 25% other.
Insightly
JANUARY 13, 2023
With an ever-increasing number of options available, customers have no shortage of places to go to for their desired financial services. The quality of your products and services matters. Boost customer retention Financial businesses need healthy relationships with their clients if they hope to retain them long term.
ACT
MARCH 21, 2023
Growing competition As more professional services organisations enter the market, the industry will become saturated with service providers. From IT and engineering to accounting, financial services , and legal services , firms in every sector will have to compete for market share with new and established players.
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