Tag : CRM Strategy

ClairFi Technologies Appoints Akbar Jaffer as Fractional CMO to Lead Next Phase of its Strategic Growth
Finance Investment Services News

ClairFi Technologies Appoints Akbar Jaffer as Fractional CMO to Lead Next Phase of its Strategic Growth

EIN Presswire
by EIN Presswire0
Experienced FinTech Marketing Executive to Strengthen Brand Positioning and Accelerate Market Expansion for its B2B and B2C offering ClairFi, a modern tax-optimized investment platform serving high-income individuals and households and financial services professional such as CPAs, RIAs, law firms, benefits providers, insurance agencies, and financial Advisors, today announced the appointment......
Northern Virginia’s Burke & Herbert Bank Partners with 360 View as Integral Part of their CRM Strategy
Banking Business Fintech News

Northern Virginia’s Burke & Herbert Bank Partners with 360 View as Integral Part of their CRM Strategy

Fintech News Desk
by Fintech News Desk0
Virginia’s oldest bank partners with 360 View to provide the primary tool for their next evolution in customer relationship management. 360 View provides a comprehensive view of the customer, offering Burke & Herbert Bank the ability to track every customer interaction and translate the data into relevant customer care at......
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