Financial services companies have been among the leaders in implementing customer relationship management software, and now many of these firms are looking for ways to best use their applications in ...
Illinois’ multi-branch MidAmerica National Bank joins with 360 View to bring an advanced set of customer relationship tools to complement their already community-focused banking approach. 360 View ...
Siebel Branch Teller, a new retail bank solution that invigorates cross sales and customer care at branches, finally brings CRM to the channel that originates most financial services relationships ...
PROVIDENCE, R.I., Aug. 6, 2024 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Community Bank, N.A., a diversified ...
Social media is driving product development at Deutsche Bank. The banking giant is using web 2.0 technologies to engage with 1,000 of its corporate customers, to find out how it can make corporate ...
The chastening effect of the recession has many financial services firms taking a cautious view of future CRM investments. One reason is that these firms are husbanding their resources. Another is a ...
Metro Bank is a digitally-enabled challenger brand in financial services, but one built on a CRM success factor that's escaped its bigger rivals - it's OK to treat your customers as human beings ...
Since the beginning of banking, human workforces have been the face of banks. To ensure that services and deliveries are on time, banks started to invest heavily in CRM systems making it the heart of ...
Online banking presents a real mix of opportunities and obstacles for financial service providers. Customers in this market are intelligent and tech savvy and are 50 percent more likely to stay with ...
The halcyon days of big banks with big, multi-year IT projects and loyal-to-a-fault customers are gone. Post financial crisis, a much tougher, leaner, and competitive banking environment has emerged, ...
National Australia Bank (NAB) is betting its CRM system will not only transform its internal banking procedures and make them more customer friendly, but will help obtain more personal details. NAB ...
Financial services companies have been among the leaders in implementing customer relationship management software, and now many of these firms are looking for ways to best use their applications in ...
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