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Software for Financial Services Companies: What’s Your Tech Stack?

Nutshell

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?

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Customer data privacy: A CX guide for 2024

Zendesk

In this comprehensive guide, we’ll break down the importance of customer data privacy, common privacy concerns, best practices, and key privacy standards and regulations, all backed up with facts and figures from the Zendesk Customer Experience Trends Report 2024. More in this guide: Why is customer data privacy important?

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What is AI transparency? A comprehensive guide

Zendesk

As we continue to learn more about the impact of AI , businesses must keep transparency in AI top of mind, especially when it comes to the customer experience (CX). The legal Implications of AI involve ensuring that AI systems follow the rules and laws set by governments.

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7 Key C-Suite Roles in a Truly Customer-Centric Executive Team?

SmartKarrot

Customer-centricity is the need of the hour for B2B SaaS (Software as a Service) companies. It is considered the only way to provide a positive customer experience and improve customer loyalty. It needs more than simple customer service. The CCO keeps the customer at the centre of all actions and strategies.

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7 Key C-Suite Roles in a Truly Customer-Centric Executive Team?

SmartKarrot

Customer-centricity is the need of the hour for B2B SaaS (Software as a Service) companies. It is considered the only way to provide a positive customer experience and improve customer loyalty. It needs more than simple customer service. The CCO keeps the customer at the centre of all actions and strategies.

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Is It Time to Reskill the C-Suite: A Peek into the Future?

SmartKarrot

A C-suite leader needs to know about modern technologies like blockchain, augmented intelligence , artificial intelligence , governance, social and political affairs, and more. These upcoming technologies will help C-suite leaders make better decisions in the business space, increase employee engagement, and improve customer success.

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Adopting artificial intelligence in your sales process

PandaDoc

Cybersecurity risks With AI systems processing vast amounts of data, there’s an increased risk of cyberattacks and data breaches. This synergy will drive sales to new heights, offering unparalleled customer experiences and business growth. Use of PandaDocs services are governed by our Terms of Use and Privacy Policy.