The State of CRM in Banking – Where We Are and Where We’re Going, Part 1

The State of CRM in Banking – Where We Are and Where We’re Going, Part 1

Last fall, I attended Dreamforce with a mission to review the state of CRM in Banking, and thus, immersed myself into all things Financial Services throughout the week. What I found was similar to what we wrote about last year and in 2016. Banks are still addressing the same overall types of challenges: building modern platforms to use the data in their legacy systems and building a culture of...

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10 Ways to Improve Your Next CX Survey

10 Ways to Improve Your Next CX Survey

Surveying has been around a long time. Before we had web analytics, social media, or data warehouses, we had surveys. With today’s technology, brands can be connected to their customers like never before. Yet despite this world-shaking shift into the digital age, for many customer experience practitioners (us included, we fully admit!), surveying still remains a favorite method of data...

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