A CRM helps you manage customer relationships, sales, and communication, while an ERP manages internal operations like finance, inventory, and supply chain.
Learn how financial institutions can overcome data integration challenges, fortify data security, and set the foundation for agile, insight-driven operations.
In financial services, you're either personalizing through CRM analytics personalization, or you're quietly losing your clients to someone who is.
Explore how email and CRM integration benefits your business's sales and marketing to improve follow-ups, track engagement, and drive more conversions.
Banks don’t lose customers to better interest rates, they lose them to slow responses, cold interactions, and the feeling of being just another account number.
Do you believe that as long as new customers keep coming in, your business is on the right track? If so, it’s time to rethink.
In the Banking, Financial Services, and Insurance sector, the institutions that treat CRM as a strategic asset rather than a backend utility are outperforming their competitors.
CRM adoption trends in 2025 are drastically shifting, redefining how businesses compete, grow, and connect with customers.
This guide is designed to help you evaluate both options in detail, diving into real-world scenarios and key decision-making factors.
For many sales and marketing teams, lead management feels like trying to hold water in their hands. Every missed lead is a missed opportunity; an opportunity to drive revenue, build relationships, and grow your business.
Explore the what and why of lead management systems and dive into the nuanced processes and tools that make them indispensable in modern business.
A CRM can be the backbone of your business, or a massive drain on resources if you choose the wrong one.
Deploying two separate systems to cater to the same customer can not only be time-consuming but also more costly.
Are you doing everything you can to implement the best sales management system and still see areas for growth?
91% of companies with more than 11 employees use a CRM system – GetBase
Developing successful sales and marketing strategies is now essential for success.
According to research by PWX, 86% of customers are willing to pay extra for products/services if they receive a great customer experience.
With the advancement of online communications, there are plenty of ways to reach your prospects and customers.
Customers always expect a seamless experience on every communication channel.
Learn how to overcome challenges in data integration in banking & financial services. Discover strategies to improve agility and cybersecurity using Corefactors.
Discover how CRM analytics personalization transforms financial services with AI-driven insights, customer data integration, and predictive engagement.
Explore how email and CRM integration benefits your business sales and marketing to improve follow-ups, track engagement, and drive more conversions.
Discover how advanced financial CRM transforms banking customer experience with real-time insights, personalized engagement, and operational excellence.
Losing customers faster than you gain them? Learn why businesses fail at retention and how CRM for customer retention turns churn into lasting loyalty.
Discover how a CRM in financial services helps BFSI firms streamline onboarding, boost personalization, ensure compliance, and drive strategic growth.
Stay ahead of CRM adoption trends in 2025 with insights into AI, automation, personalization, and strategies driving smarter customer engagement.
Learn about the stages of a lead management system. Explore why businesses need lead management and the best practices to implement a system.
Open source vs paid CRM, which is better for your business? Explore the pros and cons of the two before choosing one for your business.
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