Does your CRM enable relationship selling?

The tides of customer relationships for financial services are turning. Customers expect more from the banks and firms where they do business. Firms must embrace a new way; one that supports a deep understanding of customer needs, a consultative approach to problem solving, and relevant recommendations to their customers.

John Bruno of Forrester Research will share findings from a recent Pegasystems commissioned study on this shift in financial services, including:

  • How customer expectations are shifting
  • What obstacles prevent firms from better serving their customers
  • What steps firms are taking to evolve their businesses