Compliant vs Rainmakers
We gave compliance teams and revenue teams a chance to share what they think about each other anonymously. THIS IS WHAT THEY SAID.Request Free!
A Leader’s Guide to Client Acquisition and Retention with Compliant Mobile Messaging
Hybrid work is here. Revenue teams everywhere are suffering from less effective communication, difficulty managing performance, and increased compliance risk. The urge to text and reassure clients is overwhelming. With a compliant mobile messaging s…
iSalesCRM — Automated Sales Follow-Up
Take your sales to the next level with iSales CRM. This easy-to-use, all-in-one toolkit puts your client acquisition process on autopilot. Our platform will revolutionize the way you communicate with and manage both your prospects and current clients. …
The Future of Property & Facility Management
Download our free eBook today to see the trends that impact how FM teams work and the ways that technology can support them. Discover: The challenges facing property and facilities managers in 2021 Where digitization turns those challenges i…
Data Center & Infrastructure Report: Key Findings and Trends for 2021
Managing an organization’s IT infrastructure requires business acumen, IT expertise and strategic planning. IT leaders need to account for routine difficulties, as well as facing down unknown challenges in the size and scope of COVID-19. &nb…
How a Global Bank’s Home Lending Arm and Lending Startup Both Sell More Mortgages with Texting.
You know a problem is universal when you hear about it from one of the largest banks in the world and from a growing startup—(for anonymity, we’ll call it ‘Global Bank’) and a lending startup. Both offer mortgages. Bot…
AI Conversations in Financial Services: How a Human + Machine Approach Helps Financial Services Firms Enhance Client Relationships
Leaders need to accelerate cloud adoption in order to digitize effectively and quickly in a post-COVID world. Financial Service firms are no different and have been investing and adopting a range of innovations for the past 20 years. Movius welcomes…
Top 10 Reasons Financial Firms Equip At-Home Workers with Compliant Communications
MultiLine enables financial advisors, wealth managers, investment bankers, brokers, traders, and other frontline employees to call and text with customers on a recorded mobile line. The service solves the problem every bank faces: How to ensure gap‑fre…
‘You get three rings’– Ron Antipa of Alex Brown, a division of Raymond James, on the secret to true client service
Ron Antipa hangs his hat on a simple principle: You answer the phone within three rings. “I don’t care what you’re doing, put whoever you’re with on hold,” says Ron. “I want them to have a live person on the …
Compliant vs Rainmakers
We gave compliance teams and revenue teams a chance to share what they think about each other anonymously. THIS IS WHAT THEY SAID.Request Free!
