CRM is no longer just a tool for sales and customer service. For banks in Latin America, it has become a strategic asset that helps achieve two goals at once: ...
A modern CRM system is not just a client registry. It’s a unified operating platform covering sales, marketing, customer service, and analytics. CRM is not an expense.
The financial services industry continues to evolve at an unprecedented pace, driven by the increasing demands of tech-savvy customers, regulatory changes, and...