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CRM in financial services: Best practices, trends and strategy
Sponsored by Pivotal CRM, a CDC Software solution
Find out how financial services companies are leveraging CRM technology and best practices to improve service and operational efficiency. Read this e-book to learn more and find tips, advice and inspiration for designing a strong CRM strategy for financial services organizations.
Table Of Contents
- CRM in financial services: strategies for action
- New CRM technologies bring cost savings and faster customer service in financial industry
- Financial industry must improve online services to satisfy customer expectations
- CRM in financial services: The rise of the customer
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