Using data to enhance relationship management

Join Comnexa, Salesforce and Introhive and learn how data can be used to enhance relationship management within financial services.

  • 27th November 2019
    12:15pm - 2:00pm


Digital Jersey Hub

Join us for a light lunch from 12:15 at the DJ Hub.

Presentation will start at 12:30 and conclude by 14.00 latest.

Comnexa are Jersey head quartered, Salesforce consulting partners. Using Salesforce technology, Comnexa support businesses making data backed marketing and business development strategies.

Salesforce is a customer relationship management solution that brings companies and customers together. It’s one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.

Introhive is an AI powered platform that leverages data automation and relationship intelligence to give sales and business development professionals time back in their week, improving productivity, increasing revenue and further reduces a businesses’ operational costs.

Salesforce will be introducing their financial services specific CRM product – Financial Services Cloud – the leading financial services CRM platform used in banking, wealth management and insurance businesses.

Introhive have developed a product that works alongside CRM to analyse all of your organisation’s relationships and map them together. This leads to internal collaboration on key accounts and warm introductions that accelerate the business development and sales process.

Together with Comnexa they will demonstrate how the data unearthed by their technology is leading to financial services businesses being able to apply data backed rationale to their relationship development and business development processes.

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