Make smarter client decisions and get better access to customer insights on a single flexible platform with Salesforce CRM for Financial Services.
無論您是從事銀行業、投資業還是保險業,您都可以專注於發展更深層的客戶關係、最大化客戶價值,並使用 Sugar 的 CRM 工具提供最佳客戶服務。 統一客戶視圖 讓員工透過單一系統登入存取所有客戶資訊,包括交易歷史、申訴、已建立個案等。 更有效地行銷 基於人生里程碑、交易歷史等個人化訊息,與客戶產生共鳴。 入門指南...
Fin365 enables financial services professionals to delver a better experience to more customers with greater efficiency. Fin365 is a suite of business and client management applications for financial planners, mortgage brokers, general insurance brokers and accountants. Leveraging the power of Microsoft’...
Discover the best CRM systems for financial services to enhance customer service, streamline sales, and boost collaboration. Salesforce Staff July 1, 2024 10 min read Share article Share article Just For You ERP vs CRM: What’s the Difference? 14 min read Statutory Compliance: Guide to ...
What was iPlan looking for in a CRM system? As a financial planner, building strong client relationships is fundamental to success.Clients who trust you with their hard-earned money rely on your expertise to help them achieve their financial goals. Hence, staying on top of your data and comp...
CRM Accelerator for Financial Services 作者HSO SaaS 起始於 US$50,000.00/1-個月 個 立即取得 概觀方案+ 價格評分與評論詳細資料 + 支援 Unify and automate your financial processes with our industry-specific accelerator Is your financial services firm looking to deepen client relationships, maximize cl...
CRM has been one of the strongest areas of management focus in financial services companies throughout the world over the last five years. While it is forecast that this will continue for the next five years, many companies are struggling with...
Mobile banking: A powerful new marketing and CRM tool for financial services companies all over Europe 来自 Semantic Scholar 喜欢 0 阅读量: 55 摘要: In the last decade mobile handsets have become ubiquitous. There are three times as many mobile phone users as online PCs and they are becoming...
The CRM system for property management developed by CloudCC CRM company is also widely used in Financial Services and property management. It is more convenient to manage, easier to operate, and more cost-effective.
The ultimate Financial Software Solution for Financial Services including lending, debt collections, banking, debt recovery and more.