Using no-code platforms to automate customer onboarding and provisioning

Customer onboarding is the process of introducing new customers to your product or service and helping them get started. It’s a critical step in the customer journey, as it can make or break a customer’s first impression of your brand. Traditionally, customer onboarding and provisioning has been a manual process, which can be time-consuming and […]

CRM Automation: A Solution to Your Manual Process Problems

Manual processes are those that are performed by humans without the aid of technology. They can be found in all industries, but they are especially common in businesses like banking, telecom, and manufacturing. There are several reasons why manual processes can be problematic. First, they can be time-consuming. For example, a bank employee who manually […]

How Banks Can Enhance Customer Experience Through Personalized Interactions

In today’s competitive banking industry, it is more important than ever for banks to provide excellent customer service. One way to do this is to personalize interactions with customers. This means understanding the customer’s needs and preferences, and then tailoring the banking experience accordingly. There are many ways to personalize customer interactions. Here are a […]