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 of building a model that best fits the specific data characteristics and can predict future events, explain past ones, and group or correlate data records within the dataset

Topics: Salesforce for Finance

Read More

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: Salesforce for Finance

Read More

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- Salesforce CRM General

Read More

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

Read More

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 especially useful for companies in the wealth management business who need to develop intimate relationships with their customers to deliver an optimal product to achieve their desired financial outcomes.

Topics: Salesforce for Finance

Read More

Subscribe Here!