Adopt a risk-based approach to client management. Prioritise high-risk clients for more frequent reviews and enhanced due diligence. Use risk assessment tools to dynamically adjust the level of ...

INDIANAPOLIS--(BUSINESS WIRE)--MetaCX, the pioneer in a new outcomes-based approach for managing the customer lifecycle, today announced a major product release that brings together a powerful ...

A solid customer master data management system should give you design and functionality freedom, whether for marketing, service, sales or support, or anything else. That way, you can cope with all ...

A report this week from Forrester is calling the last rites on the sales funnel. Out goes the framework which has driven marketing planning for many years. In comes the customer lifecycle model. The ...

Editor's Note: This article was updated on July 12, 2024 to include new data and information. Customer relationship management (CRM) platforms have been around since the '90s. Back then they were ...

Uncover the six critical elements of impactful customer journey management & operations to boost your customer experience and foster loyalty As brands continue to up their customer experience game, a ...

As the financial landscape continues to evolve, financial institutions (FIs) face a complex set of challenges and opportunities, including customer management, fraud prevention, and technological ...