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Find out how financial services companies are leveraging CRM technology and best practices to improve service and operational efficiency. Learn how things like security, customer segmentation and a complete view of the customer are central to successful CRM for financial services firms and the best practices for tackling these issues. Finally, get expert insight into trends that could affect your short and long term strategies. Professionals in IT, operations or business will find tips, advice and inspiration for CRM strategy development in financial services organizations.

Vendor:

Pivotal CRM, a CDC Software solution

Posted:

Feb 8, 2021

Published:

Nov 23, 2010

Format:

PDF

Type:

eBook