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

Nutshell

Whether you’re a wealth management advisor, accountant, insurance broker, or financial representative, a solid tech stack is essential for your financial services business. Customer relationship management (CRM) At the heart of every financial services business is a great customer relationship management (CRM) system.

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Customer data privacy: A CX guide for 2024

Zendesk

So when it comes to managing customer data , prioritizing customer data privacy is mandatory. Plus, proper data management can turn that cardboard box into a steel bank vault, helping ward off anyone looking to exploit your data. More in this guide: Why is customer data privacy important?

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Protecting customer privacy in a world of personalization

Zendesk

Companies need to ensure that the customer data they access and store stays safe—especially as cybersecurity crimes are at an all-time high. To make this possible, CX and security teams must work together to ensure customer data stays private and secure. Here’s how.

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Managed Services vs Professional Services: Explained

Planview

For services professionals today, there are many discussions centered around the differences between managed services vs professional services, as well as which one is the right fit for your organization. Managed services are a form of services where a business relies on a third party to manage their daily operations or business processes.

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Report: IT leaders tackle new challenges with security, AI & CX

Zendesk

IT leaders have been responsible for keeping systems up to date and managing security issues. While digital transformation and systems integration are a constant, customer and employee experience, AI and data security top of mind for IT leaders.

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Top 2023 SMB technology predictions that business owners want to know

ACT

In 2023, more small businesses are looking at workplace automation to save money, address problem areas, and automate tedious manual tasks such as managing data, reminders, and even customer engagements. Cybersecurity. All told, the cybersecurity market is expected to grow to $14.8 billion by 2025. .

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The Ultimate Guide to Global Account Management: Framework, Strategies, and Best Practices

DemandFarm

The management team quickly realized that they were facing a number of obstacles in their quest for global presence. This is where Global Account Management (GAM) comes into play. Intrigued by the potential benefits, the company’s management team decided to give GAM a try. What is Global Account Management?