Financial Fraud: The Growing Threat in Digital Transactions Financial fraud is a growing concern as technology advances, and more and more people embrace digital transactions. In FY 2022, the Reserve Bank of... Madhav from Toolyt February 8, 2023 · 7 min read
Insurance CRM Software: A powerful tool for policy sales & renewals You’ll be very surprised to know Insurance reach is still low in a country like India. According to Ibef... Madhav from Toolyt January 23, 2023 · 6 min read
Missed Sales Calls: A Roadmap to Fix Missed Sales Opportunity Have you ever missed a call from a potential customer and later realized that it could have been a... Madhav from Toolyt January 4, 2023 · 5 min read
4 Reasons Why Customer 360* is Important to Close More Deals According to the study conducted by Gartner in 2022, only 14% of organizations have... Madhav from Toolyt September 19, 2022 · 5 min read
How Banking CRM Improves Onboarding TAT in the Banking Sector Since the turn of the century, the financial landscape of banks has changed tremendously.... Madhav from Toolyt July 30, 2022 · 4 min read
Benefits of Banking CRM in the Banking Industry Financial Institutions have always been heavily dependent upon the customers to make money and... Madhav from Toolyt July 18, 2022 · 5 min read
Bank CRM: Enable Digital Customer Onboarding in Ease The customer onboarding process is the first experience any new customer has with a... Madhav from Toolyt May 17, 2022 · 5 min read
The 5 Ways To Enhance Your Customer Onboarding Process Always close the sale! This is the first thing you need to do when... Madhav from Toolyt March 29, 2022 · 5 min read