SimpleCRM Blog

Banking Before and After AI

Last Updated: June 6 2025

A relationship manager (RM) meets a customer to discuss loan options. But without AI-powered lead intelligence...

The Real Reason Banks Are Racing Toward AI in 2025 — And What It Means for the Future

Last Updated: May 20 2025

The future won’t be defined by long queues at branches or waiting several days for a loan approval. Instead, it will be shaped by frictionless...

Compliance Meets Customer Experience: Top CRM Trends for 2025-26 in Banking, Insurance, NBFCs & Healthcare

Last Updated: May 10 2025

Customer engagement in highly regulated industries is entering a new era in 2025-26.

AI-Secure CRM: Trust-Driven Innovation in BFSI & Healthcare

Last Updated: April 22 2025

AI is dramatically reshaping how businesses engage customers, turning CRMs from reactive record-keepers into proactive growth engines.

Why AI Is No Longer Optional for Banking, Insurance, and Healthcare: Its Survival

Last Updated: March 17 2025

For CXOs and CTOs in regulated industries—such as banking, insurance, and healthcare—compliance is not just a checkbox.

How These 5 CX Priorities Will Help Your Organization Stay Ahead of Competitors

Last Updated: February 17 2025

Leaders are constantly seeking ways to differentiate their organizations, deliver exceptional value, and achieve measurable business results...

Leveraging Agentic AI for Improving CX in BFSI: A Game-Changer for the Industry

Last Updated: January 21 2025

This white paper explores how Agentic AI can transform customer service and sales automation in BFSI

Empowering Customers Through Hyper-Personalized Self-Service Solutions

Last Updated: January 14 2025

As AI technologies continue to disrupt industries, India’s $33 billion customer support market stands at a crossroads...

Building a Competitive Edge in 2025: Why CRM Is More Critical Than Ever!

Last Updated: December 23 2024

As we enter 2025, industries like banking, insurance, and healthcare are navigating a landscape defined by unprecedented challenges

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