Showcase how Riva helps financial services companies get the most out of their CRM strategy.
Key Takeaways
In this webinar you’ll hear about:
- How CRM has become a staple in how financial institutions work with their clients.
- How Riva helps financial services companies get the most out of their CRM strategy
- Understand how having solid CRM data automation processes in place can help your teams be successful in the new normal era.
Agenda
- Financial Services in the digital era
- The promise of the CRM
- Unlock the power of your CRM
- The new normal
Breakdown of Minutes
- 2:00 – Agenda
- 2:35 – Financial services in the digital era
- 3:13 – Client advantage in the digital era
- 3:55 – Customers are going mobile
- 4:35 – Why personalization matters
- 5:09 – Winning the customer relationship is key
- 5:30 – The promise of the CRM
- 6:00 – CRM in financial services
- 6:45 – De-risk your CRM investment
- 9:05 – Are you getting the most out of your CRM
- 10:15 – Our mission
- 10:30 – Unlock the power of your CRM
- 13:22 – Testimonials
- 14:00 – The new normal
- 17:23 – Q&A
Let's Write a Success Story Together
Making the most of your tech stack isn’t just a good idea: it’s good business. And while streamlining your tech stack necessarily involves a hard look at what you have, it also requires a close look at what you don’t. If you rely on CRM and email, calendar, and contacts platforms, it’s time to take a closer look at the power of Riva revenue data operations to make your revenue and communications data work better.