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How AI-Powered CRM drives Digital Transformation in Financial Services

Financial services providers must meet their customers’ unique needs with an individualized, responsive approach. Many firms recognize this need: An industry study found that 93% of financial services companies agree or strongly agree that the objective of their digital strategy is to improve customer experience and engagement. And 90% believe digital technology will disrupt their businesses in the years ahead. Despite this, only 46% believe they are ready for this disruption.

16 May 2018 84 downloads

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How AI-Powered CRM drives Digital Transformation in Financial Services

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