Tag: customer

Client relationship management (CRM) has always been the cornerstone of success in wealth management, driving personalised support and client retention.

In a recent post by Flagright, the company outlined the importance of securing customer data in the financial sector. 

With customer journey’s predominantly digitised in the modern day, companies are always looking for new ways to stand out. Key to standing out is how a company collaborates with its customers.

In a three-part series on the topic of customer experience, TAINA CEO Maria Scott has recently discussed in the first article how regulatory technology is the ‘next frontier’ of customer experience.

Financial services, insurance and other regulated industries-focused software provider Messagepoint has received a boost thanks to backing from buyout, growth and mezzanine investor NewSpring.