Digital Transformation in the Financial Industry – Digitising the Sales Process & Transformation Frameworks

Before we know about Digital transformation in the Financial Industry first, we have to understand the definition of Digital transformation. Digital transformation is the cultural, organizational, and operational change of an organization, industry, or ecosystem through the smart integration of digital technologies, processes, and competencies across all levels and functions in a staged and strategic...

Most financial service providers are inhibited in terms of growth because they are not able to manage their critical customer information properly. Due to mismanagement of data, companies are prone to lose important information about existing and potential leads. All these problems severely affect their sales process, and consequently the bottom line. Salesforce, with its...

Digitizing the Financial Industry: A Requisite for a Customer-centric Approach

The BFSI industry has been facing a lot of challenges in recent years. Customer expectations, rising competitions, investor expectations, and regulatory requirements are the most common obstacles, exacerbated by the rapid technological, customer, and market shifts. This has forced the financial institutions to rethink their business models and transform their time-consuming and complex operations to...