Monday, September 23, 2019

5 Trends Revolutionizing the Financial Services Customer Experience

With customer relationship management (CRM) technology, you can collect and analyze data and build detailed customer profiles, which your in-house advisors can then use to gain a 360-degree view of ...

from crm - BingNews https://ift.tt/2kF6ust
September 23, 2019 at 07:20PM

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