Cetrix Blog

Challenges & Requirements for Building a Predictive Analysis Model

Stewart Balanchine - Jul 22, 2018 1:37:04 PM

Predictive Analysis

What is, Where is Used

Predictive analysis is a branch of data analytics that uses current and historical user data to make predictions regarding events. It actually consists...

Topics: Salesforce for Finance

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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...

Topics: Salesforce for Finance

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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...

Topics: Salesforce CRM General- Salesforce for Finance

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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...

Topics: Salesforce for Finance

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Wealth Managers CRM: 4 Benefits for Wealth Management Companies

Stewart Balanchine - Aug 11, 2017 4:56:25 AM

Satisfying digital-savvy clients with financial CRM

CRM encompasses the tools implemented for cultivating better customer relationships and interactions. An integrated financial CRM system is ...

Topics: Salesforce for Finance

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