Category Archives: Other

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What is CRM wealth management?

Want to increase your firm's wealth management productivity? Fortunately, there are a number of useful tools for financial advisors, some traditional and some…
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How to choose the best type of CRM for your business?

Using a customer relationship management (CRM) system is an effective solution for any business. But of all the different types of CRM, which…
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What is a CRM? Definition and use in companies

  A CRM is the art that companies have to create, develop and maintain relationships with their contacts, so that it is special,…
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What are you waiting for to digitize your company's financial services with us? At AskLogix we will provide you with secure, tangible and…
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Adoption Salesforce

5 Tips to Boost your Salesforce Adoption Rate

"Only 50% of CRM functionality is used by companies that are paying CRM customers .” Source: The most significant risk is 'slow…
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Inbound Marketing for Financial Services

Inbound Marketing Tips for Financial Services

Inbound marketing is a marketing strategy that focuses on the customer or prospect. This implies that companies that practice inbound marketing place a…
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Customer Onboarding for Financial Services

Customer Onboarding for Financial Services

Customer onboarding is essential for many companies, especially in financial services. With financial services, relationships are key. So, starting with exceptional client onboarding…
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