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

  1. Financial Services in the digital era
  2. The promise of the CRM
  3. Unlock the power of your CRM
  4. 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