Category Archives: Other
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…
A CRM is the art that companies have to create, develop and maintain relationships with their contacts, so that it is special,…
What are you waiting for to digitize your company's financial services with us? At AskLogix we will provide you with secure, tangible and…
"Only 50% of CRM functionality is used by companies that are paying CRM customers .” Source: TechnologyAdvice.com The most significant risk is 'slow…
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…
