Apptivo

DECEMBER 10, 2021

The development of financial services owing to the innovation in technology has created a competitive ecosystem where businesses aim at catering the best software for financial advisors to their teams. To achieve this, one of the emerging trends in financial services is Finance CRM. Here, finance industry. Did you know?

Financial Services 98

Financial Services Finance CRM Software 98

Jermaine Edwards

NOVEMBER 25, 2021

The approach you take to managing stakeholders will also be guided by the history with the customer, their business size, their willingness to embrace innovation in their business, their appetite for growth and the project you are working on. Therefore a business should seek to create value for all stakeholders, not just shareholders.

Stakeholders 130

Stakeholders Decision-making Shareholders Key Account Management 130

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? Innovation. And what about your staff, skills, and technology?

Innovation 98

Innovation e-Learning Healthcare Government 98