SPi CRM in Banking and Financial Services
The global Banking and Financial Services industry is rebounding from the crisis of the previous decade. As consumer and business confidence grows, governments have placed increasing restrictions on financial institutions. New initiatives pertaining to the Consumer Financial Protection Bureau, Treating Customers Fairly (TCF) principle, and similar regulations throughout the world have resulted in changes to how institutions treat their customers and their financial information. At the same time, the explosive growth of social media and chat have opened communication channels and opportunities for financial institutions to connect with customers.