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Financial Services Business Process Template
My financial service business template is now Live! Some of you saw this during the CRM 2013 Beta and the training blitz, others may of seen this during this weeks Convergence 2013 EMEA. You can download the solution here. ITs free but you will need to login with your Microsoft Live/Hotmail/Outlook.com...
8 Nov 2013
Microsoft CRM – Leading by Example
Continuing with the financial services theme I wanted to write about some of the most successful case studies in the industry. Rather than just provide you a link to the case studies I have tried to pull out the salient points in two to four bullet points. If you want further detail then I have […...
9 Sep 2013
CRM for Asset Management – An Overview
This is a part of a series of articles on CRM for Financial Services. Recently I wrote about CRM for Investment Banking, this time I am going to focus on CRM for the Asset Management industry. CRM in Asset Management – An Overview Like many Financial services organisations Asset Managers might...
12 Aug 2013
XRM for Financial Services – Updated
A few months ago I wrote about XRM for Financial Services, today I am going to update this article. I will also write about the differences between XRM and Application Rationalisation. The image below I hope illustrates nicely a how a well defined CRM project can transform into to an XRM project and...
3 Jun 2013
CRM Working Lunch – Financial Services
Last month I was a guest on “Working Lunch” a thirty minute UK Financial Services Industry Team Webinar run by two colleagues of mine Phil Allen and Bruce McKee. The website for the event and future dates can be found here and further details of the webinar including the full recording can...
27 May 2013
Webinar: Mobile and Tablet Experiences for Financial Services Institutions
Last week my team and I put together a Webinar on the topic of Mobile CRM and Tablet Experiences for Financial Services Institutions. You can view a recording of the webinar online in the next few days, I am hoping we will be able to do this by the end of the week. I’ll tweet (@markmargolis) as...
6 May 2013
CRM in Investment Banking – A summary
CRM in Investment Banking Last weeks blog about demo tips proved to be very popular, I was given a lot of suggestions so I will be updating this article again soon (from a salesperson perspective). This week’s post is about CRM in Investment Banking. I work in Financial Services and one of my primary...
21 Apr 2013
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