With nearly two decades of retail management and project management experience, Brett Day can simplify complex traditional and Agile project management philosophies and methodologies and can explain ...

The global market for banking CRM software generated $9.5 billion in sales in 2021 and is expected to grow at a compound annual rate of 15.7 percent through 2031, when it will reach $39.2 billion, ...

Financial services companies have been among the leaders in implementing customer relationship management software, and now many of these firms are looking for ways to best use their applications in ...

Everwise Credit Union, previously known as Teachers Credit Union, finished its rebrand two years ago. As the largest credit union in Indiana, it decided that a new name should have a new customer ...

PITTSBURGH and RALEIGH, N.C., Sept. 15, 2021 /PRNewswire/ — Quest Analytics LLC, a leading provider of modular banking CRM software and Vertical IQ, a premier provider of Industry Intelligence, ...

Banks want CRM software to help integrate customer data into the sales process. Their goal: To give agents the necessary customer and product information to turn service calls into sales opportunities ...

CRM software can help small businesses automate tasks, increase customer retention, and generate better leads for sales and marketing teams. — Getty Images/Westend61 Marketing, sales, and customer ...

Discover the four types of CRM software available and learn how to choose the right one for your business needs. Explore key considerations and features to make an informed decision. All customer ...