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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. Software for financial services companies helps to determine investment opportunities, identify risks, forecast returns, and much more.

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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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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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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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Top CRM trends

Insightly

The history of customer relationship management spans over five decades and has spurred the continuous evolution of CRM technology. Customer experience (CX) and satisfaction are some of the driving forces behind modern business success. Can you put a price tag on that customer experience? billion in 2022.

CRM 52
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Top CRM trends

Insightly

The history of customer relationship management spans over five decades and has spurred the continuous evolution of CRM technology. Customer experience (CX) and satisfaction are some of the driving forces behind modern business success. Can you put a price tag on that customer experience? billion in 2022.

CRM 52
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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?