A CEO of a well-known investment bank once remarked proper use of technology is the cornerstone of success of a modern financial organization, and rightly…
Some areas of the world are slowly returning to normal conditions. However, many supply chains are still disrupted. This, in addition to rapidly changing market…
In today’s business environment, efficient data management is crucial for any successful company, and CRM systems have become essential tools among businesses of all sizes.…
Customer engagement is one of the most pressing issues for businesses today. Why? Because customer engagement is crucial to increase conversions and convert prospects into…
Just like any other industry, banking these days faces an urgent need to reimagine itself and work on achieving new opportunities for growth. The need…
Salesforce flow, together with process builders and workflows, is a very powerful automation tool. A flow conducts any of the actions specified at the moment…
Most borrowers find applying to the mortgage application process a time-consuming and tedious task with conventional financial institutions & lenders (who still use old manual…
“Is this necessary?” “We’ve always done it this way.” “That is a steep learning curve to navigate.” All of us hear one or all of…
Salesforce CRM has been named the #1 CRM tool for the seventh consecutive year. In addition to being the #1 CRM provider worldwide, Salesforce is…
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