Advisors in financial services firms work with more and more data over time.

Which five albums would you like to be stranded on a desert island with?

In a post-pandemic world that frowns upon unnecessary risk-taking, the question all firms should be asking is: Can an RFP ever be enough?

For those in Wealth Management, what has emerged is the acknowledgment that customer engagement is more critical than ever before. 

Advisors who understand their clients better, and then use this understanding to meet specific needs more effectively, are going to emerge from this unprecedented crisis in better shape than the rest.

It is based upon the fact that customer expectations have changed across businesses and sectors, with customers now expecting the same kind of engagement from financial institutions that they do with other products or services.

Support

Our customers will continue to experience the same superior level of support they are accustomed to from our global support organization.

Innovation and a global approach

You may have the best possible CRM solution on the market, a deep vertical award-winning software geared to meet your every need. What you will always struggle with is poor user 

We put forth a few questions to Andrew Cant, our VP, Financial Services Solutions, about what some institutions call Concierge Service, others Platinum

The private banking industry uses all sorts of labels, from Concierge Service and Platinum Service to High-End, Superior, Luxury or Premium Service, to describe something very elemental: The need for customers to feel special. We get that. 

As the leader of a Customer Experience/Customer Success department, you get a lot of 'You're the guy who has to make sure that are customers happy’. While I like the idea of happy customers (Who doesn’t?), this is not how I would describe the

Salesforce, for example, always manages to make us smile. Last year, the question posed by its co-CEO after his company acquired MuleSoft for $6.5 billion was: “…this is integration software, what does that have to do with CRM?”