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Will they ever grown to bits: CRM for Financial Services, Part 1: Unmet Potent « Fredzimny's Blog
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- Financial services firms have spent heavily on customer relationship management in the last 10 years, often adopting it with a defensive attitude: If our firm doesn’t invest in CRM, then we may lose customers to our competitors. Getting customer accounts was the primary goal, and automating marketing through CRM was the means. CRM hasn’t delivered all that the industry expected, however. Why?
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Fred Zimny
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Fred Zimny
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