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Financial services are missing the mark with customers — Here’s why

Financial services customers have a message for their providers: They like doing business online — and they aren’t going back to pre-pandemic habits. That’s the good news from a deep dive Salesforce took into financial services trends and the state of banking, insurance, and wealth management. The not-as-good news?Customers give financial services institutions only a […]

Financial services are missing the mark with customers — Here’s why

Financial services customers have a message for their providers: They like doing business online — and they aren’t going back to pre-pandemic habits. That’s the good news from a deep dive Salesforce took into financial services trends and the state of banking, insurance, and wealth management. The not-as-good news?Customers give financial services institutions only a […]

Financial services are missing the mark with customers — Here’s why

Financial services customers have a message for their providers: They like doing business online — and they aren’t going back to pre-pandemic habits. That’s the good news from a deep dive Salesforce took into financial services trends and the state of banking, insurance, and wealth management. The not-as-good news?Customers give financial services institutions only a […]

Financial services are missing the mark with customers — Here’s why

Financial services customers have a message for their providers: They like doing business online — and they aren’t going back to pre-pandemic habits. That’s the good news from a deep dive Salesforce took into financial services trends and the state of banking, insurance, and wealth management. The not-as-good news?Customers give financial services institutions only a […]

Financial services are missing the mark with customers — Here’s why

Financial services customers have a message for their providers: They like doing business online — and they aren’t going back to pre-pandemic habits. That’s the good news from a deep dive Salesforce took into financial services trends and the state of banking, insurance, and wealth management. The not-as-good news?Customers give financial services institutions only a […]

Financial services are missing the mark with customers — Here’s why

Financial services customers have a message for their providers: They like doing business online — and they aren’t going back to pre-pandemic habits. That’s the good news from a deep dive Salesforce took into financial services trends and the state of banking, insurance, and wealth management. The not-as-good news?Customers give financial services institutions only a […]

Tiger Global backs SaaS omnichannel social commerce platform SleekFlow in $8M funding

Social commerce — the process of buying and selling products or services directly through social media platforms like Facebook, Instagram and TikTok — is becoming the most natural way for consumers to make purchases since people use social media and messaging apps almost every day. SleekFlow, an omnichannel social commerce platform that helps businesses build […]

Is Your Small Business Squeezed by Supply Chain Delays? Here’s What You Can Do

The global business supply chain has been unstable. As much as I’d like to say otherwise, that instability will continue in the months to come. We may be in for a repeat of the supply chain snafus that we saw during the COVID-19 pandemic, along with materials shortages, price spikes, and labor crunches across almost […]

Selling to startups is not the same as selling to SMBs

Should you sell one big contract to a single customer or lots of smaller contracts to many customers? It’s easy to make an argument for either. Selling to a single, large account means fewer sales cycles and fewer customers to support on an ongoing basis. Selling to small accounts, though, reduces the risk that a […]