Blog Category: Technology

We Took On Some The World’s Biggest CRM Vendors. Guess What We Won?

Here’s Why Wealth Managers Have More Challenges To Deal With Than Ever Before

Here’s Why An Integrated Workstation Is More Important Than Ever

Here’s Why A Proof Of Concept Can Increase The Chances Of Your Project’s Success

Unusual Times Call For Solutions That Can Help Build Customer Trust

For Financial Services Firms Interested In Hyper-Personalization, CRM Is Always The Key

Here’s How Leveraging Client Information Can Help You Become The Banker of Choice

20 Years After Its Formation, Salesforce Finally Wants To Understand Customers Better

If You Get Data Migration Wrong, How Will You Get Your CRM Right?

Here Are A Few Things That Differentiate Machine Learning From Deep Learning

If Your CRM Is Smarter Than Ever Before, You Can Thank Artificial Intelligence

What, Where & How: A Glossary Of Terms Related To Artificial Intelligence, Machine Learning and Deep Learning

Advantages of Single Tenant Cloud Deployment

If Your CRM Doesn’t Take Integration Seriously, How Can It Offer Seamless Access To All Data?

If You Want Your CRM To Fail, Just Make Integration An Afterthought

Not Getting Results? Stop Using Wealth Management CRM For Corporate And Commercial Banking.

Smart Wealth Managers Service Households, Not Individuals. Here’s How Technology Helps

Don’t use the same CRM they use for Hospitality! Use Financial Services CRM

Continuous Integration, Delivery, and Deployment: What’s The Difference?

Vertical CRM: Because When Did One Size Ever Fit All?

For The Record, Continuous Deployment Can Lead To Continuous Benefits!