The Beginner’s Guide to CRM: Customer Relationship Management Whether you replacing your existing CRM or adopting a new one it is important to set up your fields correctly. This InvestGlass Walkthrough video will show you how to set up records and fields to make...
Are you thinking about opening a neobank? If so, then it is important to know the latest trends in this sector. In this post, we will discuss five trends that are shaping the world of neobanks and how they affect your business. Neobanks, sometimes referred to as...
The banking industry has been transformed massively by digital transformation. The future of banking is rapidly approaching, and it will be unlike anything we have seen before. Everything started to change with the advent of customer experience in banking. The banks...
If you are looking to build and launch your own neobank, there are three main paths you can take: Become a bank Partner with a bank Use the Banking-as-a-Service play The Financial Times recently reported that a growing number of companies are looking...
In the future, banking will be more competitive than ever. You need to stay ahead of your competition with these 6 bank marketing strategies. These strategies work for traditional banks and neobanks too! The key to success in any industry is a solid marketing...
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