Which business is Financial Services CRM useful for?
Financial Services Industry scenario and trends for 2017:
Though the Financial services business can be unpredictable, these are some possible trends:
The Indian financial sector will have a multifold expansion
Reforms will continue to liberalize and effectuate growth of the finance sector
The Indian financial sector had more than a double digit growth in billions.
With India’s first ever termed ‘Masala bond’s performance, there is a lot for the Indian economy with the rising sun of 2017.
As these trends will have positive repercussions for the years to come, the same can not be said for the world economy.
While some economies like India’s are in the face of a stable growth, this year holds volatility for the global economy. Because of this, everyone will focus on efficiency and performance enhancement to rat out every possible uncertainty faced within an organization.
Technology and software like CRM will serve as an aid to serve this purpose.
Below is a list of all the businesses in the Financial Services industry that our CRM is applicable for.
1. Finance Companies as part of non-banking finance
2. Financial Services Companies that handle Mutual Funds, Equity & Derivatives
3. Fire Insurance
4. Foreign Exchange Services
5. Health Insurance Companies
6. Housing Finance Companies
7. Insurance Companies providing Insurance brokerage, Stock brokerage, Life, Health & Property, and Casualty Insurance Companies
8. Intermediation or Advisory Services
9. Investment Services
10. Investment Services involved in Investment management, Hedge fund management & custody services
11. Leasing Companies
12. Life Insurance Companies
13. Property Insurance
14. Other businesses in the Financial Services industry
In case, your business type is not listed below please contact our Solution Architect to know if our CRM can address your business needs.
Conclusion:
If you too want the best shot at stable business expansion, try a CRM here.
For more reads you can proceed here: Financial Services CRM
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