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Be more strategic – A metaphor: Analyse, join and align the dots

Red Star Kim

Then we consider data about our internal environment – our finances, our people, our services, our marketing and business development, our systems, our culture etc. We obtain data about our external environment – using a PESTLE analysis , competitor analysis and understanding trends in our markets, sectors and clients.

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Software for Financial Services Companies: What’s Your Tech Stack?

Nutshell

Customer relationship management (CRM) Financial management Risk management Cybersecurity Trading and portfolio management Financial planning and analysis (FP&A) Data analytics and business intelligence Compliance and regulatory reporting Document management and collaboration Wealth management What software is used in financial services?

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Telephone skills for lawyers and accountants – Confidentiality, client experience, accents and gatekeepers

Red Star Kim

Telephone Confidentiality Some forms of communication are known to be confidential – for example: email (assuming good cybersecurity) and WhatsApp (encryption). Louise Wilson, Business Manager – Finance at Moneypenny said: “The data shows that even in an online world, we still seek the reassurance of human interaction.

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Financial Technology (Fintech) Industry Value Chain: Deep Dive

Flevy

Addressing challenges such as regulatory compliance, cybersecurity threats, and technological advancements requires a strategic approach to value chain management. Product development and innovation focus on creating new financial solutions that meet these needs.

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5 Ways FinTech Will Disrupt Your Company

Planview

Now, it promises to bring further disruption and fundamentally alter the way businesses grow, manage their finances and most importantly, meet the needs of their customers. As the name suggests, FinTech represents a modern fusion of finance and technology. Improving Cybersecurity. The FinTech Revolution.

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20 Innovative CRM Trends to Pay Attention to in 2022

Hubspot Sales

From smart home devices to wearable health monitors and cybersecurity scanners, there are expected to be more than 64 billion IoT devices worldwide by 2025, says TechJury. There are several ways to use CRM technology to meet the expectations of today's customers: Live chat for quick support. Accessible customer data across departments.

CRM 136
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What’s the craziest thing you’ve ever done to make a sale?

Nutshell

.” I happened to read in the Wall Street Journal that the company we’d been chasing would be having an annual stockholders meeting about a month out. I bought 100 shares of their stock (around $6/share) which got me an invite to the meeting, and I flew to their headquarters in Jacksonville, FL.

Sales 93