FINANCIAL

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.

Professional Services Firms

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.
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17 Apr: 7 Financial Services Marketing Ideas That Improve the Customer Experience

Your clients want a better customer experience. It’s something that other industries have already picked up on with 89% of companies competing primarily through their customer experience (CX).

But the financial services industry is lagging behind. In fact, only 11.6% of financial services institutions have allocated their budgets towards improving their customer experience. This creates a huge opportunity for your firm to separate yourself from your competitors with a customer experience that tops the rest.

To help you create a world-class customer experience that will transform your organization into an invaluable resource for your clients, here are our seven financial…

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21 Dec: 4 Ways You Can Future-Proof Your Accounting Firm

Finance is approaching a transformation. A quick google search on Bitcoin or blockchain should prove that fact. But while Bitcoin and blockchain are making waves at banks, clearing houses, and other massive financial institutions at large, nothing has really changed… yet.

Lurking around the corner is a shift that will change how we send and receive transactions, or at least that’s what we’re led to think will be happening down the road. And while that may be true, there are other technological advances brewing, including increased accessibility to finances, increased portability, and growing data protections.

To ensure that your accounting…

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12 Dec: 7 Ways Financial Services Firms Can Leverage Artificial Intelligence

Haunted by visions of robots compiling information and spitting out numbers as you wonder what happened to your once booming financial services firm?

Relax.

You won’t have to surrender to any robot overlords.

In fact, jobs in financial services — tax preparation, auditing, consulting — are about to get more efficient. That’s because machines eliminate manual data entry and provide instant insights, leaving you and your business development team with more time to ensure ongoing loyalty and drive new business.

What is AI?

Artificial intelligence (AI) is technology that collects information and learns from what it stores, enabling computers to…