Robert Joyce understands complex relationships. A former salesman and now managing director of corporate relationship management at The Bank of New York Co., Joyce completed a CRM deployment in March ...

360-degree views of the customer provide a comprehensive landscape of a client's financial situation and enable more personalized and effective advice. This holistic understanding helps build stronger ...

This week, Epiphany will unveil an updated CRM suite that will blend heretofore standalone marketing, sales, and service modules. The goal is to offer sales or service agents a full view of customer ...

With increasing talk about artificial intelligence (AI) in all corners of the business, including marketing, data is on everyone’s mind. Yet customer data has always been important for businesses to ...

The personalized customer experience that came naturally to shopkeepers of the past is generally missing in today’s rapidly changing consumer landscape. Now, delivering that same level of connection ...

A member of your IT team comes to you and says, “I think we need to build a system that collects detailed data to the level of the individual interaction, from all our digital channels, to feed our ...

Customer data integration (CDI) unifies data from multiple sources, creating a complete and accurate view of customers. It’s how your favorite online store knows exactly what you’re looking for—even ...

The notion of ‘single customer view’ (SCV) has been at the forefront of financial institutions’ minds as the deadline to comply with the Financial Services Authority’s (FSA) Financial Services ...

Businesses have long chased the promise of a single customer view. As far back as 1999, a group of suppliers, including Oracle and Siebel, backed the Customer Profile Exchange (CPEX) standard, aiming ...