SimpleCRM Blog

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...

Why Agentic AI is Your Bank’s Next Competitive Edge

Last Updated: September 26 2025

our customers don't have patience for long call queues or clumsy, repetitive chatbots. They expect instant, intelligent,..

Mastering Delinquency: How to Build a Collections Ecosystem That Drives Growth

Last Updated: August 26 2025

Financial leaders in India are facing a profound paradox. On one hand, rising economic pressures demand a more effective recovery...

Customer 360: Bridging the CX Gap in Banking and Healthcare

Last Updated: July 26 2025

Step into a customer’s shoes today. When you can order food in seconds, binge-watch personalized movie recommendations...

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...

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