Why Financial Institutions Should Maximize Relationships with Non-Deposit Customers
Customers are undeniably the lifeblood of any financial services provider, serving as the driving force behind their success. Historically, the primary focus of financial institutions has been acquiring new customers to strengthen and grow their deposit base. While the growth derived from new customer acquisition is valuable, it is equally critical to assess attrition risk, […]
A Great Service Cloud Implementation Begins With a Great Customer Experience Strategy
There is no doubt that Salesforce’s Service Cloud offers many great features. In Gartner’s famous magic quadrant analysis, Service Cloud is way up and to the right. That means by Gartner’s analysis, Service Cloud has the most complete vision along with the ability to execute that vision in the industry, and it’s not even close. […]
3 Benefits of Salesforce Experience Cloud That Help Power Your CRM Strategy
We like to think of customer relationship management (aka CRM) strategy as something new. But even in medieval times, merchants and tradespeople used strategy to better connect with their customers. Medieval merchants would use location to find the right customers — think of horse dealers at the city gate, or book merchants by the cathedral. […]
Leveraging Salesforce to Identify Growth Opportunities in Wealth Management Using Lookalike Audiences and Machine Learning
Contributor: Gene Zeyger From acquisition to growth and retention, one of the focus areas for many wealth management firms in this turbulent market is building better relationships with their clients. One way of doing that is to understand what the similar clients are doing, not only from an investment perspective, but across the board. Who […]
Salesforce Data Cloud Launches: Here’s What it Means
Salesforce has a reputation for putting the customer experience at the forefront of their innovation efforts — and Dreamforce is the ecosystem’s launchpad where Salesforce products take flight. In true pre-Dreamforce fashion, Salesforce and Snowflake announced the expansion of their partnership, now enabling customers with the ability to securely share data in real time between […]
Unlock Customer 360° with Data Agility: Win More Customer Wallet Share in Banking and Insurance
Webinar Unlock Customer 360° with Data Agility: Win More Customer Wallet Share in Banking and Insurance
Webinar: Attracting and retaining customers with analytics and Salesforce
On-Demand Webinar Attracting and retaining customers with analytics and Salesforce
The Role of Churn Analytics In Modernizing Your Business
The importance of service modernization has become increasingly important as the economy begins to scale. Service providers are modernizing and expanding at a rate that we have never experienced. Improving customer experience comes top of mind for many leaders in the service space. However, the attempt to modernize your service business means you will have […]
What is Revenue Operations, or Revops, Anyway?
If you regularly read business blogs, attend industry conferences, or you’re just generally an “in-the-know” kind of person, you’ve very likely come across the term “revenue operations.” Just when you thought you had business models all figured out, the world turns and adds yet another department. And if you’ve ever seen a revenue operations job […]