Nutshell

MAY 21, 2024

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.

Financial Services 71

Financial Services Software Software Cybersecurity 71

Zendesk

JANUARY 3, 2023

Open banking allows non-banking organizations to offer financial services to customers via application programming interfaces (APIs). From personal money management apps and price comparison services to accounting apps for businesses, millions of companies and consumers use open banking to stay on top of their everyday finances.

Financial Services 52

Financial Services Banking Artificial Intelligence Finance 52

Insightly

SEPTEMBER 19, 2023

This centralized data enables solar companies to provide a more personalized and efficient service to customers. Sales and customer support teams can access relevant information quickly, resulting in a better customer experience. This enhances customer satisfaction and reinforces trust in the insurance agency.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Insightly

SEPTEMBER 19, 2023

This centralized data enables solar companies to provide a more personalized and efficient service to customers. Sales and customer support teams can access relevant information quickly, resulting in a better customer experience. This enhances customer satisfaction and reinforces trust in the insurance agency.

CRM 52

CRM Insurance Healthcare Manufacturing 52

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. Financial services. Healthcare.

CRM 52

CRM Sales e-Learning Decision-making 52

SmartKarrot

FEBRUARY 12, 2021

Apply here: [link] Role: Vice President of Customer Success Location: Remote, Boston, MA Organization: Notarize As a Vice President of Customer Success, you will manage and scale the Customer Success team as they connect with customers, build relationships, drive adoption & growth, and cultivate enduring, successful customer partnerships.

Customer Success 10

Customer Success Transportation Insurance Financial Services 10