Blog Category: Technology


We Took On Some The World’s Biggest CRM Vendors. Guess What We Won?


Here’s Why Wealth Managers Have More Challenges To Deal With Than Ever Before


Here’s Why An Integrated Workstation Is More Important Than Ever


Here’s Why A Proof Of Concept Can Increase The Chances Of Your Project’s Success


Unusual Times Call For Solutions That Can Help Build Customer Trust


For Financial Services Firms Interested In Hyper-Personalization, CRM Is Always The Key


Here’s How Leveraging Client Information Can Help You Become The Banker of Choice


20 Years After Its Formation, Salesforce Finally Wants To Understand Customers Better


If You Get Data Migration Wrong, How Will You Get Your CRM Right?


Here Are A Few Things That Differentiate Machine Learning From Deep Learning


If Your CRM Is Smarter Than Ever Before, You Can Thank Artificial Intelligence


What, Where & How: A Glossary Of Terms Related To Artificial Intelligence, Machine Learning and Deep Learning


Advantages of Single Tenant Cloud Deployment


If Your CRM Doesn’t Take Integration Seriously, How Can It Offer Seamless Access To All Data?


If You Want Your CRM To Fail, Just Make Integration An Afterthought


Not Getting Results? Stop Using Wealth Management CRM For Corporate And Commercial Banking.


Smart Wealth Managers Service Households, Not Individuals. Here’s How Technology Helps


Don’t use the same CRM they use for Hospitality! Use Financial Services CRM


Continuous Integration, Delivery, and Deployment: What’s The Difference?


Vertical CRM: Because When Did One Size Ever Fit All?


For The Record, Continuous Deployment Can Lead To Continuous Benefits!