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Software for Financial Services Companies: What’s Your Tech Stack?

Nutshell

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.

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Top 2023 SMB technology predictions that business owners want to know

ACT

Cybersecurity. Cybersecurity protects small businesses from becoming victims of cybercrime, like data breaches where your data or your customers are exposed. Since a good reputation and profitability are two vital elements of a business’s success, more small business owners are looking for cybersecurity tools and insurance.

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Surfing The Video Wave of the Future

CoSell

Perhaps there are issues with big data usage and cybersecurity appearing on the horizon. The more you understand their perspective, the more you can meet them personally in your videoconference. As many experts predict, video meetings are part of a trend that is set to only increase.

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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. Here are the key roles that need to make a company truly customer-centric and meet challenges. The CIO uses the company’s knowledge resources to meet solutions. The CIO blends business skills with tech skills to meet growth goals.

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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. Here are the key roles that need to make a company truly customer-centric and meet challenges. The CIO uses the company’s knowledge resources to meet solutions. The CIO blends business skills with tech skills to meet growth goals.

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20 Innovative CRM Trends to Pay Attention to in 2022

Hubspot Sales

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. There are several ways to use CRM technology to meet the expectations of today's customers: Live chat for quick support. Accessible customer data across departments.

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