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AI can play a significant role in enhancing a Customer Relationship Management (CRM) program in various ways: Data Analysis and Insights: AI can…
CRM in banking is an essential resource for all financial firms seeking to meet the expectations of their customers. Even if the organisation…
Want to increase your firm's wealth management productivity? Fortunately, there are a number of useful tools for financial advisors, some traditional and some…
Using a customer relationship management (CRM) system is an effective solution for any business. But of all the different types of CRM, which…
Inbound marketing is a marketing strategy that focuses on the customer or prospect. This implies that companies that practice inbound marketing place a…
Customer onboarding is essential for many companies, especially in financial services. With financial services, relationships are key. So, starting with exceptional client onboarding…
How CRM is powered by AI? With technology advancing at a breakneck pace, financial services are feeling the need to increase efficiency, reduce…
Benefits of Financial Services Automation The financial services industry is a relatively tricky one. You are always dealing with tons of information and…
Align Marketing and Sale to retain and gain more customers Fund marketing is a reality today. The automation of these processes helps to…
How can you achieve a 360° view? A 360-degree view of a customer is a collection of all your customer data in one…
Collect and organize data relating to customer interactions A quality customer follow-up is important to improve the customer experience. In other words, a…
This short video display (click here) few examples of companies using AI to learn from customers and create a better banking experience. #machinelearning #infographic #betterbanking #ai…
Key features of the CRM hedge Fund Currently, the Hedge Fund industry is in a state of change. The hedge fund industry is…
Have you ever wondered how Blockchain will change the financial services industry? The financial world is constantly changing. That's why in this article…
You may wonder why a CRM solution is a "must-have" for Banks today. In an ever-changing world, it is necessary to renew the…
At Aslogix we know that there are many challenges of AI in financial services. Without a doubt, artificial intelligence in finance is a…
Those familiar with Hedge Funds are well aware of the change in recent years. To be sure, the move to the cloud has…