Trend Report

Four Trends Are Shaping CRM Adoption In Indian Financial Services

Prioritize Customer Experience When Selecting A CRM Solution

Somak Roy
 and  five contributors
May 23, 2017

Summary

Indian financial services firms are overhauling their existing CRM systems, which were typically built for an earlier era. In the age of the customer, banks and insurance firms need a CRM portfolio that provides a converged view across channels and products. Contemporary CRM must also be flexible, encapsulating customer onboarding and customer service processes into business process management capabilities. This report identifies the key trends that application development and delivery (AD&D) pros must consider when defining CRM strategies and selecting CRM solutions.

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