page-header

Tag: CRM

CRM Solutions For Finance: Ideas, Trends And Prospects

Finance CRM Solutions

CRM solutions in the finance industry are different. Because they don’t work on standard direct exchange aka ‘pay-for product’ or ‘pay-for-services’, they require more complex solutions. Banks, insurance companies, investment firms, and funds – all of them function as stewards of customers’ assets, and, thus, should optimize each internal operation…