“VerticalCRM will be the preferred CRM Choice in the next three years”1
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In my last blog [Invested Users: Best Practices of Maximizing User Adoption, Part 2], I discussed NexJ's second set of three best practices for user adoption, and why planning, partnering, and encouraging leadership are crucial steps in the process of engaging your users with your CRM.
Last week's CDAO presentation on Single-Family Data Governance & Management by Freddie Mac illustrated how traditional back office activities are aligning and impacting front office processes. We continue our recap of lessons learned at CDAO with this week's focus on risk management. This April, we were delighted to attend as well as participate in the Financial Services-focused Chief Data & Analytics Officer conference in Boston. This annual gathering brought together senior-level data practitioners in financial services to share their latest innovations, best practices, challenges and use cases. The concept of monetizing or commercializing data assets is revolutionizing the Financial Services industry by using governed data strategies partnered with business initiatives to realize data-driven transformation benefits.
I admit it; though I’ve been marketing software companies for many years, when it comes to earning recognition from the industry, I still feel a great sense of achievement. So when Aite Group, a global research and advisory firm, recognized NexJ for being top in features and technology in their report Next-Era Wealth Management CRM: Technologies to Acquire and Engage, I was elated.
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