CRM

CRM in Financial Services 2025 Guide: Key Features & Suggestions
CRM in financial services
Top 10 Financial CRM Software in 2025
As the financial sector’s dynamics continue to evolve in 2023, the necessity for customized IT solutions becomes more obvious. During this digital revolution, the global customer satisfaction rate for banks decreased slightly, registering a score of 3.94 out of 5, a tiny drop from the previous year.
8 Use Cases of No Code CRM in 2025
Source: Google Trends Figure 1. Interest in no code platforms worldwide. Though Salesforce started out with the promise of “The End of Software”, it now takes months even for a small organization with tens of employees to adopt a CRM solution like Salesforce. .
CRM AI Systems: Top 3 Vendors and Key Features in 2025
AI-powered CRM systems leverage machine learning, natural language processing (NLP), and data analytics to enhance the capabilities of traditional CRM. The adoption of AI in CRM is driven by the need for more personalized customer experiences and efficient data management.