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.
Red Star Kim
OCTOBER 16, 2023
Delegates included both partners and business development professionals (some with a banking background) from law firms (employment, criminal, disputes, offshore), accountancy practices (audit, forensic, insolvency and restructuring and financial services. Some firms are “plan-light” so activity could be sporadic.
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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. What to look for in the best financial CRM for finance companies Finding the right CRM for your financial business is vital to your success.
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.
Insightly
MARCH 25, 2022
Here’s what we’ll cover: Why you need a CRM for your financial organization. How to improve customer relationships with a financial services CRM. Why Insightly is the best financial services CRM. How to grow your financial business with Insightly. Why you need a CRM for your financial organization.
Zendesk
FEBRUARY 3, 2023
Here are trends and best practices to help guide your CX strategy—and drive customer relationships that last. Customer experience (CX) in banking is how customers feel about every interaction with your financial service, at all stages of the customer lifecycle. Use self-service to scale Zendesk benchmark data revealed a 5.4x
ACT
SEPTEMBER 20, 2021
Of course, every business must strive to earn a customer’s trust, but it’s even more important for professional services businesses, where customers place their confidence in something that is oftentimes intangible and future-focused. Some of the most common challenges include: Hiring and onboarding inefficiencies.
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