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Description
CRM is a critical piece of technology infrastructure that underpins a firm’s ability to deliver next-generation financial services. It connects organizational silos to drive customer and business value. CRMs are integrating AI and adding intelligent agents to boost productivity and deliver personalized customer experiences at scale. This makes CRM an indispensable tool for financial services firms aiming to enhance customer experiences, streamline operations, and drive growth.
Despite the benefits, we often hear that financial services firms struggle to justify the investment in CRM modernization, and firms that have done so say that they’re struggling to extract value. This makes it more important than ever to choose the right vendor. But the financial services CRM market is bifurcating, making vendor choice even harder.
Key takeaways:
- Understand the financial services CRM market, key vendors, and common financial services use cases.
- Learn how AI (predictive, generative, and agentic) is transforming CRM and what it means for financial services firms.
- Uncover the mistakes that are leading to the underutilization of CRM by financial services firms.
- Identify the key considerations that should inform financial services firms’ CRM purchasing decision.
Target audience level: intermediate and advanced
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