Cetrix Blog

Strategies to Improve Sales for your Financial Institution

Mark Khabosha - Oct 31, 2017 10:00:00 AM

How do you improve sales for your financial institution?

There are several things to consider when looking at strategies for improving sales in financial institutions. Increasing your financial book of business not only involves attracting and converting new profitable clients but also maximizing existing opportunities by meeting the diverse and specific needs of your existing clients.

Technology is advancing very quickly, providing more options for increased revenue in brokerages, retail, corporate, and investment banking. In today’s competitive marketplace, financial institutions can grow their business through strategies that increase their efficiency, differentiation, and agility.

Topics: Financial Services- Improve Sales

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7 Tips to Improve Your Customer Relationship Management System

Mark Khabosha - Oct 18, 2017 6:40:00 AM

How do you improve your financial CRM?

Statistics compiled by Forbes report that 72% of Chief Executive Officers say that they are focusing on improving both customer individualization and responsiveness to make sure that customers are content. As a result of this emphasis, a large number of companies are beginning to realize that customer relationship management  (CRM) systems can be a very powerful asset. 

While CRM was once little more than a detailed Rolodex, today CRMs involve complicated software that can be used for online businesses. Many companies, however, have been left wondering exactly what can be done to improve their CRM. 

The ideal CRM should improve productivity at an affordable rate while also creating a stronger relationship with customers. This article will discuss the 7 steps that companies, in particular, financial businesses can take to improve their customer relationship management system.

Topics: Salesforce for Finance- Financial Services

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What Does Predictive Lead Scoring Mean for Your Business?

Stewart Balanchine - Sep 15, 2017 5:23:47 PM

Using intelligence to identify and predict quality leads

The success of any business relies upon one, simple variable: leads. These are those prospects that you’re reaching out to in the hopes that they will visit your site, purchase your product, or even venture into your actual store, but good quality leads are vitally important because they generate revenue which is what keeps your business alive and thriving.

One of the most important factors in keeping your business alive and profitable is to identify leads that are likely to turn into revenue. Additionally, you want to avoid spending too much in the identification process so your ROI is at its maximum. A wildly helpful concept when identifying quality leads is using a predictive scoring tool or process.

Topics: Financial Services- Artificial Intelligence- Predictive Lead Scoring

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How CRM for Financial Services Keeps Wealth Managers Competitive

Mark Khabosha - Sep 8, 2017 7:44:27 AM

Digital disruption offers opportunity as well as threats 

In an era of digital disruption, the financial services industry has been transformed.  A study involving more than 50 wealth management firms, revealed that the wave of digital revolution, with startups and digital models of doing business revolutionizing the industry, has left traditional wealth management firms at a crossroads.

Topics: Financial Services- Financial

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Getting the most out of CRM in Banking Industry Businesses

Mark Khabosha - Sep 6, 2017 9:10:15 AM

Why banking businesses need CRM

With so many choices in an ever-evolving market, customers can literally pick-and-choose where they’ll receive their advice, invest their money, take out their loans, and purchase financial products. In order to be ahead in this choice, your financial institution needs to have brand authority in the market that shows the customer that yours is the organization to choose.

Topics: Salesforce for Finance- Financial Services

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