The digital world has redrawn the map when it comes to what constitutes customer intelligence. While digital footprints and user consumption behavior have come under intense analytical scrutiny over the years, some organizations are playing catch-up like never before on this front. Outdated methods of customer data storage and “analysis” are killing businesses, and the...
The lack of proper knowledge management solutions at firms drastically impacts their ability to grow and prosper.
Traditional client engagement and servicing models in the broker-dealer industry are increasingly under attack. Technology has a role to play to align broker-dealers more closely with their clients’ needs and aspirations. However, there is lot more to the challenge than merely implementing the right technology. It is well known that CRM initiatives have a high...
Institutional stock brokers globally are facing significant business transformation pressures from the market place, driven by economics, technology and regulatory change. Their customers want more transparency in their commission payments (“unbundling”) while turning more selective in their service needs from broker-dealers. We believe a traditional CRM approach will fail to deliver the necessary results to...