Financial Services

6 Trends Shaping the Banking & Credit Union Industry

6 Trends Shaping the Banking & Credit Union Industry

As Brett King, CEO and co-founder of Moven and bestselling author, once said, “If you don’t like rapid, earth-shattering change and you work in a bank, you should start looking for a new job in another industry

12 Ways D365 and Copilot Can Increase Productivity & Personalization in the Capital Markets Sector

12 Ways D365 and Copilot Can Increase Productivity & Personalization in the Capital Markets Sector

In the financial world, it’s more important than ever to deliver an efficient, personalized client and employee experience. The term “clients,” however, goes beyond the direct client and includes key collaborators and influencers that are typically part of deals, fundraising, transactions, and ongoing relationship management. Automation and efficient workflows need to keep up, especially since […]