by Alessandra Ceresa June 12, 2016 Follow @MissAleCristinaJune 12, 2016 Don’t they look happy they are using a CRM? CRM for financial services has significantly evolved. It is no longer just about client management, but it is about relationship management and developing deeper relationships between firms and their clients. Here are a couple of reasons … Continue reading CRM for Financial Services
by Lucas Dominic May 30, 2016 Follow @LucasJankowiakMay 30, 2016 Online businesses that process e-payments need to pay attention to fraudulent activities and keep an eye on reducing financial losses. How blacklisting can help you protect customers? Identity theft is basically posing as another person for stealing their social security number or credit card details … Continue reading Reduce Financial Losses With Blacklisting
by Mike McMinn January 23, 2016 Follow @MyHubIntranetJanuary 23, 2016 Employee engagement is one of those buzzwords that has become synonymous with productivity, loyalty, and an overall sense of belonging to an organization. Many experts talk about increasing engagement through more recognition, better communication, respect for the employee’s personal life and any perks that add … Continue reading Is Lack of Employee Engagement Dragging Down Your Financial Performance?
by Judy Caroll January 5, 2016 Follow @www.twitter.com/judycaroll1January 5, 2016 Businesses today are seeking for savvy solutions to manage specific functions. In terms of managing their finances, merchant service companies and investment banking firms need low cost solutions in terms of processing and organizing a large amount of data. These activities can be properly handled … Continue reading Social Media Promotion as an Effective Tool for Financial Services Marketing
by Robert Gloer November 12, 2015 Follow @IOUFinancialNovember 12, 2015 No matter how well you run your business, you are never immune to a potential financial crisis, either within your own company or in the general economy. That’s why it makes sense to plan for the worst as you hope for the best. Here are … Continue reading Getting Your Business Through a Financial Crisis
by Jay Palter November 8, 2015 Follow @jaypalterNovember 8, 2015 It wasn’t that long ago when we would call a travel agent up when we wanted to book air travel and visit a music store when we wanted to hear the latest release from our favorite band. In less than 30 years, digital technology has … Continue reading How to Survive and Thrive in the Digital Age of Financial Services
Thomas MillerNovember 6, 2015 Winter Is Coming. And So Is Social Banking. Millennials are just about done being weaned off their parents’ bank accounts. So what are they bringing to the bank? Social. Today, we are already seeing forms of what is to come next for financial services: social banking. It started with at home … Continue reading Why Financial Services Have to Embrace the Social Customer
Pam McBrideOctober 14, 2015 The financial services industry has embraced social media, using it to connect with their customers and build their reputations. However, just a few short years ago, banks, credit card companies and investment firms were nervous about wading into the often-unpredictable waters of real-time communication with their customers. As more financial brands … Continue reading Digital and Social Media Trends for the Financial Services Industry
Laura ColeSeptember 27, 2015 Despite some reasons for optimism, the world’s economy and financial markets remain in a state of flux. With the upcoming U.S. job report expected to reveal a decline in growth and a struggling manufacturing sector creating a downturn in the Chinese economy, investors and business owners around the world are remaining … Continue reading Avoiding Bankruptcy: How Your Business Can Survive a Financial Crisis
Zaid AmmariSeptember 14, 2015 Using an electronic trading platform allows you to monitor and purchase a variety of financial products by connecting you with financial professionals. These platforms mobilize the trading process and open up opportunities for you to access diverse markets that offer unique trading prospects. When looking for a platform, assess it carefully … Continue reading 5 Things to Look For in a Financial Trading Platform
