Been reading about what the cloud has to offer? We take a closer look at how you can leverage Amazon Web Services to run a data-driven website.
Arguing that financial services firms need CRM is like telling a parent that they need extra hands. Of the hundreds of financial services firm leaders with whom we’ve spoken extensively, most already understand the need for account relationship management and contact management systems. Almost all acknowledge that organizing customer information and leveraging insights on prospective customers are valuable goals, and that having systems in place to manage these initiatives would be beneficial.