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Search Result for : CRM

Our Impact Story

CRM and marketing support to a US-based investment bank

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Our Impact Story

CRM migration support to a technology-focused European investment bank

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Our Impact Story

CRM

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Our Impact Story

CRM and business intelligence

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Blogs

Optimise CRM data to derive BI for better decision making in 2023

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Our Impact Story

CRM Data Migration and Ongoing Maintenance Support to a European Investment Bank

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Solution

CRM Support & Lead Scoring

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Video Library

CRM Analytics

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Blogs

Unlocking Wealth management practices – Reshaping Client Experience with CRM

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Our Impact Story

CRM Data Migration And Ongoing Maintenance Support to a European Investment Bank

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Solution

CRM Analytics for Financial Services

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Blogs

How investment management companies are using Adobe Experience Platform for effective web analytics and insights

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Author

Mohith K M

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Blogs

Customising DealCloud to your business needs: a platform manager’s guide

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Our Leadership

Arijit Mitra

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Blogs

Boosting technology spends for new-age deal sourcing by investment banks and advisory firms

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Blogs

Guideline coding: The requirement and best practices to ensure robust monitoring

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Blogs

Technology as a growth driver

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Blogs

Building the future – increasing infrastructure investment

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Blogs

Revolution in real assets: navigating the surge in infrastructure fundraising by private equity firms

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Blogs

Weighing the pros and cons of banks’ adoption of cloud-based technology

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Insurance technology (insurtech) – reshaping the insurance sector landscape

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Blogs

Cardiac devices – market overview and outlook

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Blogs

How Acuity is leveraging Qualtrics for effective market research

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Blogs

Advantages of having a remote executive assistant

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Author

Sachintha Vidanapathirana

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Blogs

Offshoring to drive efficiencies

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Blogs

Outsourcing trade finance operations – a strategic move to streamline processes for business growth

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Expert

Isurangi

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Blogs

Wealth management – overview, advisor’s role, disruptions and industry response – Part II

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Blogs

Web 3.0 for banks – redefining the current lending format

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Blogs

Why effective covenant monitoring is essential for credit risk governance

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Blogs

Sell-side research – key trends in 2023

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Blogs

Implications of Using ChatGPT for Market Analysis

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Blogs

Finding opportunities in the SaaS industry

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Blogs

Wealth management – Overview, the adviser’s role, disruptions and industry response – Part I

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Blogs

Web content management for asset managers – the dilemma

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Blogs

A new level unlocked: the appealing prospects of gamification in consumer finance

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Blogs

Digital transformation of the airline industry: the pathway to a faster recovery and improved profitability

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Blogs

Are asset and wealth managers well aligned with their sales support?

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Blogs

Alternative data-powered machine learning modelling for digital lending

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Blogs

Trends to keep an eye on in the investment banking industry in 2022

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Blogs

Corporate and commercial banking trends for 2022

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Blogs

Part 8: Maintaining the momentum

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Blogs

Customer analytics – a data-driven approach to reduce churn in financial institutions

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Blogs

Embedded finance and the Increasing prominence of APIs

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Blogs

Effective data-driven campaigning for credit cards: target, attract, retain and engage

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Expert

Narmadie Fernando

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Expert

Mayukha Perera

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Blogs

Ace your digital crisis communication

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Blogs

Private Equity Firms – Buy vs. Build Conundrum

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Blogs

Growing your IB Franchise

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Author

Ashish Juneja

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Blogs

Deploying a Database Application? Seven issues alternative Asset Management firms should consider

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