Regardless of organizational type, size or sector, all businesses and their employees rely on workflows. From securing the deal of the decade to processing the monthly payroll, workflows are created...
When posed the question “How do you define the ‘R’ in CRM?”, almost two-thirds of respondents in a recent Tier1 poll said ‘Relationship’. This is hardly surprising, given CRM’s core role in keeping...
CRM is certainly not brain surgery, but it does play a critical role in empowering businesses to thrive by capitalizing on revenue-generating opportunities despite diminishing resources. And just as...
“Please like and subscribe and leave a comment below.” This call to action will be a familiar refrain to anyone who has spent any time on YouTube. For social media influencers, a client engagement...
After years of investment enabling start-ups to grow while staying in private hands, the tide has turned and firms are now racing to go public. The trend, which includes billion-dollar fundraises by...
In HBO’s guilty pleasure drama “Industry,” Robert, the young equity sales associate, is standing up on RiF day to present to senior management of the fictional Pierpoint Bank. When asked, “what is...
As the fuel that powers business, data is a highly prized commodity, with the need for access and control driving a wave of M&A activity among financial data providers. This vital information...
Claiming that your business performs customer centric product development is easy. Delivering on that claim is challenging. So what does customer centricity really mean and how can software...
“Strategic partnership” is a familiar phrase within the financial technology industry. It is routinely accepted that having more partners is the key to an effective partner ecosystem strategy; as a...
Nothing is worse than spending time on a client that values your input, wants to discuss your research and attends your events, but doesn’t have the commissions to pay for it. As commission pools...