Connecting the Dots from CRM’s Promise to Results | White Paper

White PapersThe promise of increased revenue, retention and profitability from customer relationship management (CRM) has been elusive to most financial services institutions (FSIs). When and how does CRM achieve successful outcomes? The answer lies in the approach, and that approach involves two major changes for FSIs. This paper discusses FSIs’ unique CRM challenges and an approach that delivers measurable increases in customer value.

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