Fast Forward: The American SMEs Tryst with Digital Destiny
How can a Commercial Bank empower its RMs to hand-hold SMEs through a pandemic and afterward? The pandemic has hustled once personal relationships to migrate
Guide to Coach your Relationship Managers to Build their Business Books
Banks and financial institutions are facing twin challenges. On one hand, the industry is having a tough time hiring fresh talent, since ‘millennials are getting
The SME Dilemma – to be or not to be
How mobile-first RMs will bridge the gap between the traditional and the digital Imagine for a moment you are a Relationship Manager in 2021. Your
Why is Lead Management for SMB Banking more critical than ever?
The banking industry stands at unusual crossroads today and understanding why that’s so would be a great way to understand why lead management is so
How can we Drive higher Adoption of CRM among Agents?
The on-demand link for the webinar is also available at the end of the blog. The webinar is helmed by Aalap Gandhi - AVP -
How are Insurance companies leveraging tech for their brokers
From being a support function that just took care of the database, technology has grown in stature as an enabler for all critical operations for
Enhancing Broker Engagement: A Playbook for 2021
The very fact that insurance sales is intensely competitive shows it has a great potential. And as an insurance carrier or a wholesaler that relies
Sales Playbook for the Remote Agent
The on-demand link for the Panel Discussion is also available at the end of the blog In this panel discussion at InsureTech Connect Asia 2021,
How banking crm improves customer experience
Today, any new technology platform will have little relevance for banks if it doesn’t address an important question: how can banks improve customer experience using
6 ways Insurance CRM boosts sales productivity
Not all insurance prospects become paying customers. But if your team can’t close a deal, it shouldn’t be because they were too buried in some