Why More Banking Leaders Are Focusing on CRM in 2025: 11 Key Benefits
Discover why more banking leaders are prioritizing CRM in 2025. Explore 11 key benefits that help boost customer engagement, sales, and compliance.
Debt Recovery: How to Fix Field Execution Gaps
Discover how to fix field execution gaps in debt recovery using automation, geo-intelligence, and mobile-first tools to improve recovery rates and reduce costs.
How CRM Helps Boost Sales Productivity For Financial Institutions
Sales are truly an impeccable fuel to drive a business. Perhaps this is what makes enhancing sales productivity a crucial part of any organization’s success.
Insuring the Future: Trends Redefining Insurance in 2024
In our predictions for 2023, three significant trends have reshaped the insurance landscape. First, technology has become a central lever across the insurance value chain,
An interview with Uthra Parameswaram
In 2023, it is evident that AI plays a crucial role in shaping the contemporary landscape of the financial services industry. We caught up with Uthra
Building Lasting Client Relationships: The Key to Agent Success
The significance of building strong, long-lasting relationships cannot be overstated, especially in the insurance industry where trust and reliability are a prerequisite. As Millennials and
Five Lessons Sales Apps Can Learn from Consumer Apps
The number of customers who are banking through mobile applications is only increasing. According to an Asia Pacific Survey conducted in September 2023, 87% of
3 Banking Sales Process Mistakes That Will Ruin Your Bottom Line (and How to Fix Them)
Are your banking sales processes dragging you down? It could be due to improper lead management, lack of coaching, or inaccurate performance tracking. Find out…
Money Talks: Financial Literacy to Sales Success
“Financial jargon can be a roadblock for salespeople when pitching to Gen Z and Millennials, who make up over 60% of the market share. Businesses should focus on coaching sellers to reach this digitally-savvy cohort. Know more…”
Using Alternate Data to Elevate Your Sales Game
Post-pandemic, India’s financial and demographic landscape has shifted. It’s now estimated to have the highest share of the working-age population by 2052. How can Alternate Data uplevel your sales game? Know more…