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.
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: ...
The financial services industry continues to evolve at an unprecedented pace, driven by the increasing demands of tech-savvy customers, regulatory changes, and...