Planview

JULY 22, 2022

The COVID-19 pandemic has proven that continuous product innovation and improvements to the customer experience — two hallmark benefits of digital transformation — need to drive key business decisions for banks. Commonwealth Bank (CBA) recently took decisive action on its own digital transformation.

Digital Transformation 52

Digital Transformation Banking Digitalization Construction 52

ReviewTrackers

APRIL 4, 2017

Reputation is a powerful business currency in banking and financial services. In a survey by Ernst & Young, respondents said reputation was one of the most important factors in deciding whether or not to trust a financial services provider. Banking and Finance Still Lagging Behind Other Industries in Ratings Game.

Finance 25

Finance Banking Financial Services Supply Chain 25

ReviewTrackers

APRIL 20, 2021

The ways that customers shop for banks and financial services providers have changed. So, therefore, have the methods and strategies for customer acquisition in banking. What does it take to acquire and keep new banking customers? Read on as we share cost-effective strategies for customer acquisition in banking.

Banking 49

Banking Acquisition Media Advertising 49

Insightly

NOVEMBER 22, 2022

Leaders, salespeople and customer service teams can automate large portions of their workflows. By minimizing manual processes, you avoid costly human errors and free up the workforce to focus on delivering the extraordinary customer experience consumers have come to expect. CRM Automation vs. Marketing Automation.

CRM 52

CRM Sales e-Learning Decision-making 52

SmartKarrot

NOVEMBER 2, 2021

Customer-centric strategies, which were once only used by prominent B2B consumer players like Amazon and Google, are now drawing major changes in B2B digital customer experience landscape, especially in the banking sector. This is where it becomes imperative for the banks to innovate and meet the needs of the customers.

Banking 11

Banking Customer Experience Digitalization Customer Success 11

ReviewTrackers

FEBRUARY 23, 2017

1 in 5 consumers say they have made a financial decision based on a review or recommendation of a credit card or banking service. Consumers agree that reputation, including online reviews and online customer feedback, is a “very important” factor in deciding whether or not to trust a bank or financial services provider.

Banking 42

Banking Financial Services Decision-making Stakeholders 42

ReviewTrackers

APRIL 12, 2019

The ways that customers shop for banks and financial services providers have changed. So, therefore, have the methods and strategies for customer acquisition in banking. What does it take to acquire and keep new banking customers? Read on as we share cost-effective strategies for customer acquisition in banking.

Banking 36

Banking Acquisition Media Advertising 36

Hubspot Sales

NOVEMBER 7, 2023

By organizing all lead and customer information in one place and automating data entry, CRM software makes it easy to run the sales process smoothly. 5 Benefits of CRMs Customer data management. Customer segmentation. Accurate sales forecasting. Stop relying on complicated formulas or back-of-the-napkin math.

CRM 107

CRM Software Software Energy and Utilities 107