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

Apptivo

DECEMBER 10, 2021

One of the prime sectors or departments in most organizations is financial services. Financial services, in general, refers to financial management which in broader terms refers to banking, investment, and insurance. To achieve this, one of the emerging trends in financial services is Finance CRM.

Financial Services 98

Financial Services Finance CRM Software 98

Insightly

SEPTEMBER 19, 2023

However, the role of CRM in business strategy doesn’t end with customer interaction management — it also plays a crucial part in driving the overall growth and profitability of a business. Consulting firms can monitor key performance metrics such as client satisfaction, project profitability, and consultant utilization rates.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Insightly

SEPTEMBER 19, 2023

However, the role of CRM in business strategy doesn’t end with customer interaction management — it also plays a crucial part in driving the overall growth and profitability of a business. Consulting firms can monitor key performance metrics such as client satisfaction, project profitability, and consultant utilization rates.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Zendesk

MAY 3, 2021

The impact of the last year on customer experience will be long-lasting. Customers have adapted their expectations, teams have learned how to operate remotely, and businesses are ramping up tech adoption as they look for new ways to engage customers while staying connected to each other. Financial Services & FinTech.

Prioritization 52

Prioritization Healthcare Manufacturing Retail 52

Insightly

NOVEMBER 22, 2022

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. They’re both powerful tools that can help your business cut costs and increase profitability. Financial services. Healthcare.

CRM 52

CRM Sales e-Learning Decision-making 52

ReviewTrackers

DECEMBER 21, 2018

Event Planning & Services. Financial Services. Home Services. Local Services. Professional Services. Public Service & Government. Sommelier Services. Valet Services. Financial Services. Business Financing. Debt Relief Services. Financial Advising.

Food and Beverage 20

Food and Beverage Computers and Electronics Insurance Transportation 20