customer onboarding

No code

Unlocking Operational Agility with Toolyt: The Power of No-Code and Low-Code Solutions 

Have you ever felt tight-knit in the fast-paced tech growth? In today’s fast-paced, tech-driven world, meeting consumer demands, achieving growth, and...
Anusree from Toolyt Anusree from Toolyt
3 min read
Financial fraud in digital transactions

Financial fraud in digital transactions: The growing threat

Financial fraud in digital transactions is a growing concern as technology advances, and more and more people embrace digital transactions. In...
Shivaneswari Baskar Shivaneswari Baskar
4 min read

Insurance CRM for policy sales & renewals

You’ll be very surprised to know Insurance reach is still low in a country like India. According to Ibef , overall...
Madhav from Toolyt Madhav from Toolyt
4 min read
Missed calls don't have to mean missed sales

Missed Sales Calls: A Roadmap to Fix Missed Sales Opportunity

Have you ever missed a call from a potential customer and later realized that it could have been a missed sales...
Shivaneswari Baskar Shivaneswari Baskar
3 min read

4 Reasons Why Customer 360* is Important to Close More Deals

According to the study conducted by Gartner in 2022, only 14% of organizations have achieved a customer 360* view. When everyone...
Madhav from Toolyt Madhav from Toolyt
3 min read
Reduce customer onboarding TAT with banking CRM

How Banking CRM Improves Onboarding TAT in the Banking Sector

Since the turn of the century, the financial landscape of banks has changed tremendously. As the current financial market has become...
Madhav from Toolyt Madhav from Toolyt
2 min read

Benefits of Banking CRM in the Banking Industry

Financial Institutions have always been heavily dependent upon the customers to make money and it has been no different for banks....
Madhav from Toolyt Madhav from Toolyt
3 min read
CRM IN BANKING

Bank CRM: Enable Digital Customer Onboarding in Ease

The customer onboarding process is the first experience any new customer has with a bank. It’s also a crucial opportunity for...
Madhav from Toolyt Madhav from Toolyt
3 min read

The 5 Ways To Enhance Customer Onboarding Process

Always close the sale! This is the first thing you need to do when you’re selling something. You want to make...
Madhav from Toolyt Madhav from Toolyt
3 min read