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

Planview

AUGUST 29, 2017

Now, it promises to bring further disruption and fundamentally alter the way businesses grow, manage their finances and most importantly, meet the needs of their customers. As the name suggests, FinTech represents a modern fusion of finance and technology. Improving Cybersecurity. The FinTech Revolution.

Cybersecurity 49

Cybersecurity Finance Financial Services Innovation 49

Zendesk

OCTOBER 9, 2023

The impact of AI ethics on CX From AI chatbots to customer experience software , businesses turn to AI technology to enhance CX. Similarly, AI-enabled customer service software can give your live agents the pertinent information they need to quickly solve issues with an empathetic human touch.

Computers and Electronics 52

Computers and Electronics Artificial Intelligence Prioritization Customer Experience 52

PandaDoc

OCTOBER 3, 2023

Sales enablement software remains vital for managing sales activities efficiently. AI tools complement such software through data-driven insights. Manage your sales activities twice as fast Increase your close rate by 36% wuth PandaDoc. But Colibri Sales Copilot and other similar AI software surely can.

Artificial Intelligence 52

Artificial Intelligence Sales CRM e-Learning 52

Envisio

AUGUST 14, 2023

Step 4: Communicate and Collaborate around your Performance Measures The Government Finance Officers Association (GFOA) stresses the importance of communicating with clarity and transparency in the process of developing KPIs and measuring performance. Governments should be able to clearly articulate why they’re trying to measure something.

Government 52

Government Energy and Utilities Cybersecurity Insurance 52

SmartKarrot

NOVEMBER 20, 2020

Evolving times have led the CRM (customer relationship management) system to boost up from a mere tool to an all-in-all contact management software. Here are enlisted top 10 customer relationship management trends to watch out for 2021. As 2021 is knocking on your door, you must brace yourself up for the emerging trends.

CRM 10

CRM Artificial Intelligence Management Cybersecurity 10

Hubspot Sales

OCTOBER 1, 2021

In recent years, the CRM (Customer Relationship Management system) has evolved far beyond being just a tool for contact management. From smart home devices to wearable health monitors and cybersecurity scanners, there are expected to be more than 64 billion IoT devices worldwide by 2025, says TechJury. These include: Healthcare.

CRM 118

CRM Innovation Computers and Electronics Supply Chain 118