February 10, 2021 By Koser Khan

How LV= Scored a Series of Digital Firsts During the Pandemic

We talked to Martin Faux, Head of Digital Platforms, at LV= Insurance about how his team maintained momentum and scored some unexpected digital firsts.... Read More

Digital Transformation, Customer Service, Trailblazer Story, Financial Services

December 14, 2020 By Koser Khan

Discover How Santander Is Fast-Tracking It's Digital Ambitions

From photography and music to transforming banking, Jonathan Holman likes to push the digital boundaries. We talked to Jonathan about how digitalisation can enrich the banking experience. ... Read More

Financial Services, Digital Transformation, Trailblazer Story

December 2, 2020 By Koser Khan

Meet the Trailblazer behind the Salesforce reboot at GoCardless

CRM has been part of Rishi Naik’s life since he was a teenager. And it’s resulted in him leading a major Salesforce transformation at GoCardless. We talked to the Salesforce Delivery Manager about why keeping things simple is important. ... Read More

Trailblazer Story, Financial Services, Digital Transformation

September 16, 2020 By Koser Khan

GoCardless CEO Reveals Why It’s Important to Be Humble Even When You Are Disrupting an Entire Industry

GoCardless CEO Hiroki Takeuchi shares his recipe for success - from building ecosystems to being transparent, the co-founder of this fast growth fintech has many leadership tips for you. ... Read More

Financial Services, Trailblazer Story

September 15, 2020 By Salesforce UK

Find Out How Azur is Spearheading The Third Age of Insurance

Azur makes insurance simpler for more people with Salesforce, discover how digital processes and real-time insights are transforming how brokers sell policies to consumers.... Read More

Financial Services, Small Business, Trailblazer Story

September 10, 2020 By Kelly Singsank

Creating Exceptional Experiences in Financial Services with One-Click Appointments, Easy Calling, and a Personal Touch

How financial services companies can take customer engagement to the next level, even in challenging times... Read More

Customer Service, Financial Services

September 8, 2020 By Koser Khan

Meet the Trailblazer Who Built Aegon's New Web Chat Service in Only 5 Days

Michael Lambert, Analytics Manager at Aegon UK, loves a challenge. Find out how he helped launch a new web chat service in just 5 days as the COVID-19 pandemic hit. ... Read More

Customer Service, Financial Services, Trailblazer Story

August 11, 2020 By Salesforce UK

How the Co-Operative Bank is Supporting SMEs on the Road to Resilience

June Sarpong OBE spoke to Carl Woolfenden, Head of Change Delivery at The Co-Operative Bank, and Marie Hannigan, Senior Regional Vice President, Banking, Salesforce UK, for the final part in our Road To Resilience webinar series.... Read More

Financial Services

August 5, 2020 By Ryan Joyce

Leading Your FinTech Brand Through Change And Growth

How to provide world-class customer service, communicate effectively with your customers and use data to drive growth and revenue... Read More

Sales, Marketing, Service, Financial Services, Leading Through Change

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The C-Suite Mindsets Needed to Transform Financial Services

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The Basics Of CRM, For Dummies

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Real Trailblazer Stories to Inspire You

How LV= Scored a Series of Digital Firsts During the Pandemic

Discover How Santander Is Fast-Tracking It's Digital Ambitions

Meet the Trailblazer behind the Salesforce reboot at GoCardless

GoCardless CEO Reveals Why It’s Important to Be Humble Even When You Are Disrupting an Entire Industry

Find Out How Azur is Spearheading The Third Age of Insurance

Creating Exceptional Experiences in Financial Services with One-Click Appointments, Easy Calling, and a Personal Touch

Meet the Trailblazer Who Built Aegon's New Web Chat Service in Only 5 Days

How the Co-Operative Bank is Supporting SMEs on the Road to Resilience

Leading Your FinTech Brand Through Change And Growth

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