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Best CRM For Financial Services – Finance CRM

Apptivo

Financial services, in general, refers to financial management which in broader terms refers to banking, investment, and insurance. The development of financial services owing to the innovation in technology has created a competitive ecosystem where businesses aim at catering the best software for financial advisors to their teams.

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7 Key C-Suite Roles in a Truly Customer-Centric Executive Team?

SmartKarrot

Customer-centricity is the need of the hour for B2B SaaS (Software as a Service) companies. It is considered the only way to provide a positive customer experience and improve customer loyalty. It needs more than simple customer service. The CCO keeps the customer at the centre of all actions and strategies.

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7 Key C-Suite Roles in a Truly Customer-Centric Executive Team?

SmartKarrot

Customer-centricity is the need of the hour for B2B SaaS (Software as a Service) companies. It is considered the only way to provide a positive customer experience and improve customer loyalty. It needs more than simple customer service. The CCO keeps the customer at the centre of all actions and strategies.