Financial Services Industry

New ways to win in 2023 Customer expectations are rising faster than organizations can keep up with them. And employees have more choices than ever before about where — and how — they work. Against a backdrop of increasing economic...

Situationsüberblicky Das Tempo und die Geschwindigkeit des Wandels nehmen zu – ebenso die Businessanforderungen und der globale Wettbewerbsdruck auf IT-Führungskräfte, Anwendungsentwicklungs-, Architektur- sowie Infrastruktur- und Betriebsteams, die versuchen, Geschäftsmodelle zu skalieren, neue Modelle für die Kundenansprache zu schaffen und Innovationen...

The Results: Huge impact on Customer Service Times & Team Efficiency The biggest impact of JustCall’s technology is the increased efficiency and the ability to infer and record the context of every customer communication. The investor care team now saves...

It all starts with understanding your B2B buyer’s journey. Whether they’re researching solutions to a problem or actively seeking a vendor, it’s important to meet them where they’re at. Step one: Awareness. In this stage, your potential customer is aware...

Account-based marketing (ABM) is a strategic approach that focuses on building relationships with individual target accounts that offer the highest potential for return on investment. With ABM, companies can leverage their resources more efficiently by concentrating their efforts on...

Lead generation and sales funnel optimization are essential elements of the B2B sales cycle. With the right techniques, you can nurture leads, drive conversions, and boost ROI. Below are ways in which you can generate quality leads and optimize the...

Organizing webinars and event registrations can be incredibly beneficial to the B2B process. As a B2B business, the ability to reach more people is incredibly valuable, and it is much easier when done through webinars and event registrations. For...

Download Agile Enterprise Emphasizes Practice Over Process Whitepaper

This report fnds that investment in the R2R process is patchy and uneven. The emphasis has been on the fnal mile of the reportng process, while the frst mile which includes the crucial data capture, data submission to the...

Financial advisors, planners, and associates need to be responsive and connected to keep their clients happy. Whether discussing a financial product with existing or new customers, Ooma Office helps them manage their calls better while working from anywhere and...