Banking Transformed with Jim Marous cover image

Unlocking Customer Opportunities with a 360-Degree Perspective

Banking Transformed with Jim Marous

CHAPTER

The Evolution and Impact of CRM in Financial Institutions

This chapter explores the evolution and significance of Customer Relationship Management (CRM) in financial institutions, underlining the necessity for effective data utilization. It highlights the ongoing challenges faced by institutions in adopting CRM tools and the importance of turning data into actionable insights for improved client management.

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