The Financial Sector runs on relationships.

Is your firm “relationship intelligent”? 

Does your financial services firm struggle with CRM usage and adoption? That’s pretty much a rhetorical question – nearly every financial services firm struggles with timely, accurate data input. That’s a shame because when the right data goes in, a whole lot of valuable relationship intelligence can finally start flowing out. Automatically.

That’s what Introhive does. We make CRM adoption a no brainer because sellers, biz dev folks and executive assistants don’t need to do squat to start seeing incredible value from the CRM (to be fair, it’s removes roughly 24/25ths of the “squat,” but you get the picture). When your CRM starts gushing actionable relationship intelligence automatically, it becomes more than just a “management tool.” And speaking of management, they can finally stop begging and pleading people to use the CRM, and can finally start seeing an ROI from their enormous investment.

Introhive’s financial services clients enjoy:

• Pre-meeting intelligence emails that provide up-to-the-minute insights regarding the client and contextual relationship data for all attendees.

• Client filings news and enhanced stock quotes delivered when needed.

• Contextual board member intelligence and relationship data that can help your firm establish and build pivotal relationships.

• An automated process that makes research analysts more efficient and effective.

• Insight into recent client interactions via Bloomberg chat.

See how simple it can be to “turn on” the relationship intelligence that fuels the world’s best financial services firms.
30 Aug: Financial Services Firms: Embrace Technology Disruption to Win

There’s no arguing that technology disruption has and will continue to change the face of financial services. The real question is whether firms choose to proactively embrace this disruption or react to it. While each firm must decide its own course of action, first movers can reap many advantages. Read on for a summary of the opportunities – and the threats – that PwC outlines in its 48-page report: Financial Services Technology 2020 and Beyond. Get Your Bearings It’s tough to find a firm foothold in the financial services industry these days. Drastic technology-led changes seem to occur at every…

05 Jun: FICO Survey Reveals Fintech, Customer Loyalty, and Cross-Selling Surprises

FICO recently conducted an online survey of 1,012 consumers age 18 to 50-plus about their relationships with financial services organization. “When we put this survey together, we had a specific story we had hypothesized that we would be able to tell about fintech, disruption and the arrival of Silicon Valley,” said Alex Johnson, Senior Marketing Manager, FICO, in a recent American Banker webinar. But what Alex discovered is that the facts interfered with the story. The threat from non-traditional financial institutions isn’t nearly as grave as many in the financial services industry think it is. Only 2% of the survey…

13 Apr: Want to Win Against FinTech Disruptors? Use CRM Automation

Financial technology (FinTech) is transforming the financial services marketplace, according to PwC. They’re using technology and mobile platforms to slash costs and bypass intermediaries. They offer low-cost solutions that are simple to access and easy to use. In the process, they’re upending the status quo. How can financial services providers make sure they can compete with these innovations? With their own technology – specifically, CRM – that can help them give clients a highly personal experience. This is a key competitive differentiator. Consider the words of Torsten Eistert, Partner with A.T. Kearney, a global management consulting firm, in his article,…