SimpleCRM Blog

Ops at the Speed of Market: Is Your Back Office Ready for the Next Liquidity Surge?

Last Updated: January 11 2026

In the high-stakes world of wholesale banking, liquidity events are the ultimate stress test...

Dormant or Dangerous? Managing the “Inactive” Account Risk

Last Updated: January 11 2026

For years, “dormant accounts” were an operational nuisance a list of customers who stopped transacting...

DPDP Rules Are Live: What CISOs Must Operationalize in Q1 2026

Last Updated: January 9 2026

With India’s Digital Personal Data Protection (DPDP) Rules now notified and the Data Protection Board of India...

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From Chatbots to Coworkers: The Agentic Architecture for 2026

Last Updated: January 8 2026

If you’ve been tracking enterprise AI spend, you’ve likely noticed a quiet but massive shift in the data.

Top AI-Powered CRM Platforms for BFSI in 2026

Last Updated: December 18 2025

In banking, financial services, and insurance, CRM platforms have quietly taken on a much bigger role..

The Best Banking CRM: Your 2025 Guide to Customer Excellence

Last Updated: November 30 2025

After spending over twenty years knee-deep in CRM implementations, I have noticed something fascinating...

What is Model Context Protocol, and What Can We Do With It and Our CRM

Last Updated: November 27 2025

You have a powerful CRM. It’s the central “memory” for your entire organization, holding every client detail, sales opportunity, and service ticket...

CRM in Banking: Why Your Institution Can’t Afford to Ignore This Anymore

Last Updated: November 24 2025

Let me tell you something I learned after two decades in the CRM trenches: Banking without a proper customer relationship...

The Echo of a Handshake

Last Updated: October 24 2025

Do you remember the first one? Not the first sale. Not the first invoice or the first time the numbers looked good on a spreadsheet...

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