Flevy

JUNE 17, 2024

The Fintech industry is transforming the financial services landscape by leveraging technology to provide innovative solutions that enhance the efficiency, accessibility, and security of financial transactions. Product development and innovation focus on creating new financial solutions that meet these needs.

Cybersecurity 52

Cybersecurity Artificial Intelligence Financial Services Innovation 52

Hubspot Sales

MAY 12, 2022

Social media accounts, websites, digital portfolios, blog articles, and the various ways you communicate all contribute to your unique identity and image. Keyword phrases could be industry-related ("human resources"), role-related ("talent acquisition manager"), or results-related ("cut hiring costs"). Unaware of your personal brand?

Emotional Intelligence 136

Emotional Intelligence Transportation Value Proposition Financial Services 136

Zendesk

OCTOBER 25, 2022

Fintechs have quickly emerged as major players in the global financial services industry. And as the market becomes more competitive, it may be tempting for some fintechs to reduce customer service as a cost savings measure. Like Ramp and Stash, Zip’s digital-native customers find comfort in human interaction.

Banking 52

Banking Investors Financial Services Customer Experience 52

SBI

SEPTEMBER 29, 2020

During the first half of 2020, Seismic achieved a 148 percent increase in active users over the prior year period, driven in part by the world’s shift to digital and remote work. In addition, the company expanded its Seismic Storytelling Platform with the acquisition of Percolate in November 2019.

Investors 38

Investors Shareholders Innovation Financial Services 38

SBI

SEPTEMBER 30, 2019

Bigtincan (ASX:BTH), the global leader in sales enablement automation, announced the acquisition of Xinnovation, Inc. Xinn is an amazing company, with an extraordinary product, amazing people and passionate customers in financial services. XINN is Bigtincan’s third acquisition in 2019, following Veelo and AsdeqLabs.

Financial Services 22

Financial Services Acquisition Account Planning Sales 22

ProlifIQ

FEBRUARY 23, 2024

As companies mature, digital channels for researching account planning tools also diversify. Prioritize new customer acquisition along with growing and retaining existing accounts. Lack of consistency and process adoption between sales and account management teams remains the biggest roadblock.

Account Planning 52

Account Planning CRM Energy and Utilities Account Management 52

SBI

JUNE 25, 2019

Showpad is the world’s largest sales enablement software provider, with more than 1,000 customers worldwide spanning a breadth of industries including manufacturing, healthcare, technology, and financial services. According to Gartner, 15 percent of all sales technology spending will be applied to sales enablement technology by 2021.

Investors 29

Investors Account Planning Banking Finance 29

ReviewTrackers

MAY 24, 2018

Just like in retail, automotive, hospitality, financial services, and nearly every business sector and industry, the old fee-for-service and fix-what’s-broken approach is no longer enough. What providers think: Only 5 percent of providers identify as digital-first organizations. Invest in digital.

Healthcare 22

Healthcare Financial Services Digitalization Decision-making 22

Insightly

SEPTEMBER 19, 2023

They do this through various channels, such as referrals, networking events, and digital marketing. Solar firms can track key performance indicators (KPIs), such as sales conversion rates, customer acquisition costs, and project profitability. In the finance sector, trust, personalized service, and efficient operations are paramount.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Insightly

SEPTEMBER 19, 2023

They do this through various channels, such as referrals, networking events, and digital marketing. Solar firms can track key performance indicators (KPIs), such as sales conversion rates, customer acquisition costs, and project profitability. In the finance sector, trust, personalized service, and efficient operations are paramount.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Zendesk

JUNE 28, 2022

Enterprise processes often mean a higher cost of customer acquisition, a longer sales cycle, and a tougher audience for sales pitches. Score More Sales works with SaaS, technology, manufacturing, distribution, and financial services companies, among others. Sandler Training offers structured solutions for all those hurdles.

Sales Training 52

Sales Training B2B Sales Profitability 52

Account Management Skills

MARCH 23, 2021

?. This episode is for you if you’re working for a creative/digital agency and are thinking about becoming an agency owner. A lot of businesses will claim to be strategically oriented, but there are a lot of really great businesses, which just do great creative work or great digital work. So we do work outside of those.

Account Management 52

Account Management Banking Advertising Profitability 52

ReviewTrackers

FEBRUARY 4, 2019

Just like in retail, travel and transportation, financial services, automotive, and nearly every industry, the old fee-for-service and fix-what’s-broken approach is no longer enough. What providers think: Only 5 percent of providers identify as digital-first organizations. Invest in Digital.

Healthcare 24

Healthcare Transportation Digitalization Financial Services 24

Zendesk

JULY 27, 2021

Financial services & fintech. Shifting to a digital-first model became imperative for financial services companies this past year, and many struggled with the change. Ninety-one percent of financial services leaders report that making changes to customer service at their institution is a challenge.

Financial Services 52

Financial Services Healthcare Manufacturing Retail 52