Richard Leo
Stories (5/0)
Augment Decision Making Capabilities by Leveraging CRM in Financial Services
The main aim of companies everywhere in the world is to provide a satisfying customer journey, irrespective of the industry they operate in. The finance industry is no exception to this case. The growth-focused business players are constantly seeking sustainable ways to build deeper client relationships while maintaining the right amount of balance between operational expenditures and gains.
By Richard Leo3 years ago in Journal
Top 5 RPA Use Cases in Finance Driving Change
The financial services sector involves a lot of labor-intensive and time-consuming tasks. Its hyper-competitive market environment compels the key business players to look for sustainable ways to provide exceptional customer experience and manage operational costs at the same time. With a shortage of skilled workforce and technical complications, there is room for opportunities to increase productivity and enhance compliance. Implementing RPA in financial services, therefore, becomes the hidden force that continually guides the stakeholders forward along a growth-oriented path.
By Richard Leo3 years ago in Journal
CRM for Financial Advisors: A Key Enabler in Revitalizing Businesses Post COVID19 Crisis
The financial services industry has been a hyper-sensitive sector. Companies operating in this sector face the challenges posed by Fintech disruptions, revenue, and fees compression pressures, changing business models, as well as increasing client models. Adding to this is the COVID-19 pandemic impact that has affected businesses around the world and the financial services industry is no exception. Further, this has led to a Volatile, Uncertain, Complex, and Ambiguous (VUCA) environment, wherein digitization has become an important pre-requisite.
By Richard Leo3 years ago in Journal
Top 5 RPA Use Cases in Finance Driving Overall Business Growth
The financial services industry demands unflagging accuracy and efficiency in every process. Leveraging robotic process automation in finance, therefore, enables the growth-focused industry players to gain improved accuracy and drive greater efficiencies. The figurative bots are designed to accomplish no-brainer tasks proficiently and add value to the business process.
By Richard Leo3 years ago in Journal
3 Key Features Of Leveraging A CRM For Financial Services
The companies dealing in the financial services industry face tough competition. The nature of industry is such that any idea/product/service offerings can be imitated very easily. So, it becomes difficult for the industry leaders to differentiate themselves from others. Also, attracting new customers and retaining existing ones is a rather tougher job. Besides, the level of services offered, brand value and effectiveness of the products also matter. The industry, thus calls for next-gen technology such as an effective customer relationship management software.
By Richard Leo3 years ago in Journal