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Key benefits of a CRM solution for Family Offices

When a Family Office or a manager is working with an individual investor or that person's family, follow-up is an essential part of…
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How Blockchain will change the Financial Service industry?

Defining the blockchain without discouraging its listener from being interested in it is a difficult exercise, but it can be characterized as a…
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Why a CRM solution is a “must-have” for Banks today?

Many leading banks are pouring tremendous resources into transforming the customer experience, often with mixed results. These include, among other things, a consistent…
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What are the AI challenges in the Financial Services?

Banks are gradually seizing artificial intelligence (AI) technologies as a way to reinvent themselves as digitization transforms their relationship with customers. Launching a…
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