For financial leaders, automation of operations is a competitive advantage
The Salesforce , an expert on relationship management solutions (CRM), released its report Trends in Financial Services / Trends in Financial Services , which shows how financial services institutions struggle to keep up with the pace of change driven by global pandemic . Know more: Managed Meraki Services 2,000 global insurance leaders, retail banks and wealth managers were interviewed before and during the pandemic, including 200 respondents from Brazil. Analysis of data from two waves of field research before the pandemic in 2019 and another one a year later during the Covid-19 crisis in 2020 shows that the customer experience has suffered along with the changes driven by the global pandemic , leading corporations to reorganize their priorities and generate competitive advantage with new technologies. In Brazil, the customer experience continued as the third priority in both periods of the survey. According to the report, the increase in personalization gained strength in Brazi...