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Financial CRM

Flexibility by Design: Why Financial Services CRMs Must...

Financial services organisations don’t replace their CRM platforms lightly. When they do, it’s rarely about features. Growth, regulation, customer...

Customer Experience, Personalisation

Why Build a Personalisation Strategy in Financial Services

The days of one-size-fits-all service delivery are long gone, in fact 76% of customers now expect personalised experiences. This goes beyond simply adding a...

What is a Financial CRM? Everything You Need to know

What is a Financial CRM?

Customer Experience, AI

The Rise Of The AI-Empowered Customer: Financial Services'...

This article was previously published on Forbes.

Financial CRM

Flexibility by Design: Why Financial Services CRMs Must...

Financial services organisations don’t replace their CRM platforms lightly. When they do, it’s rarely about features. Growth, regulation, customer...

Customer Experience, Financial CRM

Why Most FinTechs Outgrow Their CRM

FinTechs don’t usually outgrow their CRM because they scale too fast. They outgrow it because it was never designed to support the way they operate. In the...

Compliance, Customer data

The Hidden Risk of Fragmented Customer Data

Compliance Depends on Consistency.

Collections, Debt collection, Customer Experience

Why Convenience in Collections Matters

This article was previously published on Forbes.

What is a Financial CRM? Everything You Need to know

What is a Financial CRM?

Customer Experience, Personalisation

Why Build a Personalisation Strategy in Financial Services

The days of one-size-fits-all service delivery are long gone, in fact 76% of customers now expect personalised experiences. This goes beyond simply adding a...

Collections, Debt collection, Vulnerable consumers

Navigating the Debt Collection landscape with technology

Recent poling by debt advice charity Step Change suggested that 40% of people in the UK – approximately 22 million people – entered 2024 struggling to keep up...

Industry Analysis, Customer Experience, BNPL

BNPL industry challenges: Leveraging technology for success

The Buy Now Pay Later (BNPL) industry is experiencing exponential growth. Since the start of 2023, over half of UK adults (approximately 26.4 million people)...

Debt collection, Customer Experience, Self-service

10 Benefits of a Self-Service Customer Portal in Debt...

Results from a recent study show that 67% of customers express a preference for self-service portals over speaking to a company representative. For those in...

Lending, Collections, Servicing, Debt collection, Customer Experience

Financial Cloud Highlights from 2023

Reflecting back on the incredible year of 2023, the Financial Cloud team are delighted to share some of our standout achievements. From growing our team to...

Collections, Debt collection, Customer Experience

The impact of self-service portals in debt collection:...

In an industry often associated with stress and discomfort, the debt collection sector is undergoing a remarkable transformation by embracing technology to...