In the News

CRM in Financial Services: Vertical Markets Spotlight

consumer financial data. CRM. Apr 5, 2023 The digital transformation is far from a completed process, says Sam Kilmer, managing director of Cornerstone Advisors, a banking consulting firm. “They’re still making a lot of changes. Only one in four will tell you that they are even half done. It’s still very much a work in progress.”

The consumer experience matters in business banking, too

consumer financial data. Business Insider. BankingTech. Dec 20, 2022 Cornerstone Advisors found that four out of five business owners do not believe their banks provide the services needed to run their business finances.