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

Red Star Kim

OCTOBER 25, 2023

CogniClick is a nifty system (backed by an expert team) to enable you to conduct fast, quick polls and pulse surveys amongst your clients and stakeholders and to also develop maturity assessments and similar thought leadership content. It integrates with most CRM and email automation systems.

Banking 130

Banking Artificial Intelligence Cybersecurity Key Account Management 130

Zendesk

JANUARY 18, 2024

83% of CX leaders say data protection and cybersecurity are top priorities in their customer service strategies. This also applies to your organization’s cybersecurity. Implement a transparent data privacy policy Before collecting customer data, create a transparent data privacy policy and share it with all relevant stakeholders.

Cybersecurity 52

Cybersecurity Prioritization Software Software 52

DemandFarm

APRIL 11, 2023

Many businesses use a variety of digital tools and platforms to manage their key accounts, such as Customer Relationship Management (CRM) systems, Marketing Automation software, and Business Intelligence tools. Need for Change Management Sales teams and stakeholders need to both be on board with changes.

Key Account Management 52

Key Account Management Account Management Digitalization Management 52

Apptivo

APRIL 17, 2023

To wrap up In the last several years there has been a rise in the overall digitization of working and living, which has led to a rise in cybersecurity issues as well. A complete cybersecurity strategy is required to ensure the safety of your data. How can customer data protection be done? According to research , hackers make $1.5

Cybersecurity 52

Cybersecurity Government eCommerce Digitalization 52

PandaDoc

SEPTEMBER 19, 2023

Best practices for vertical sales and marketing include targeted advertising, content marketing, participating in industry events, establishing thought leadership, social media marketing, direct outreach, referral programs, industry partnerships, cross-selling, upselling, SEO, and CRM. Try PandaDoc What is vertical marketing?

Marketing 52

Marketing Advertising Value Proposition Sales 52

SmartKarrot

OCTOBER 16, 2023

Here are some key benefits of using digital playbooks in business continuity planning: • Streamlined Communication: Digital playbooks enable real-time communication and collaboration among stakeholders, ensuring everyone is on the same page and working towards the common goal of business continuity.

Digitalization 10

Digitalization Supply Chain Cybersecurity Transportation 10