INSIGHTS A Cautionary Tale A brief Google search of your competitors will reveal that, even today, many of them continue to treat their web presence as little more than an online brochure, much like an enhanced 'Yellow Pages' ad. But change is needed, and here is why: online is not going away. It is not only the future, it is the present. Going Beyond Intuition While it is easy to rely on intuition and perception, especially if you have experienced success in the past, today’s marketplace is changing at such a rapid pace that traditional competitive advantages can quickly become marginalized - or disappear completely. Customer Relationship Management (CRM) – The Engine That Powers Your Enterprise A comprehensive and integrated customer relationship management (CRM) system helps you organize, automate and synchronize each of your discrete business units' (sales, marketing, service and back-office support) interaction with your clients. Surving – and Thriving – in the 21st Century Focusing solely on your "people, performance and process" isn't going to produce results in a crowded marketplace. Here are five things every financial firm needs to focus on to differentiate themselves, and to survive and thrive in the future. Posts Navigation Newer Posts
