Technology Advisors Joins the American Bankers Association: A New Chapter in CRM Excellence
Technology Advisors is excited to announce our membership with the American Bankers Association (ABA), marking a significant milestone in our mission to transform the financial services industry. As a leading CRM consulting company, we deliver tailored solutions that drive real results for mid-sized banks and credit unions. Joining the ABA aligns us with an organization that shares our commitment to best practices and innovation, empowering financial institutions to achieve their full potential through agile CRM solutions.
Technology Advisors at No-Code Days Florida: A Platinum Sponsorship and Exciting Sessions
Get ready for an inspiring week in Orlando! Technology Advisors is heading to No-Code Days Florida as a platinum sponsor, where innovation meets opportunity. With our CEO and COO taking the stage and exciting sessions planned, this is your chance to connect, learn, and lead the future of no-code…
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How to Standardize Phone Number Formats in Creatio Freedom UI with a Low Code Process
To simplify working with phone numbers, we want to keep a very simple number-only format. We can do this with a low code processes in Creatio FreedomUI.
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Setting Up Custom Date Formats on a Printable Report in Creatio
In addition to dashboards and charts, Creatio also has options for creating and printing out documents or reports. This blog explains how to customize the date formats for these reports.
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Reformatting Integrated Values in Creatio for Better Reporting
When designing data structures for CRM, we work hard to create data formats that are usable and flexible enough for the needs of all users. However, when a CRM is integrated, there can be data formatting conflicts.
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5 Mistakes That Could Sabotage Your CRM Implementation
We want everyone to have a positive experience with CRM, because we’ve seen how a strategic implementation can propel good companies to greatness. Here are the five most common CRM implementation mistakes we see and how to avoid them.
How Modern CRM Fills Logistics Gaps for CPG Manufacturers
Consumer Packaged Goods (CPG) manufacturers face numerous logistics challenges, from managing complex supply chains to ensuring on-time delivery to retail partners. These challenges can cause inefficiencies and increased costs, but a Customer Relationship Management (CRM) system can mitigate those…
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Conquering Risk with a Phased CRM Implementation
As a CRM and digital transformation consultancy, we guide our clients on industry best practices for CRM implementation. Whether you’ve implemented CRM before or are just getting started, the advice for a successful project remains the same: Be strategic. Detail your requirements. Phase your…
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How CRM Solutions Can Maximize Profits in the CPG Sector
The massive consumer packaged goods (CPG) industry is made up of everything from cereal to toothpaste to cleaning supplies. Getting ahead of the competition and keeping a positive reputation requires attention to quality control and stellar customer service. If you’ve struggled to maximize profits…
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AI Cybersecurity and Fraud Mitigation for Financial Services
From fraud detection to personalized investment advice, AI promises to revolutionize how banks operate and serve customers. However, a recent report by the U.S. Department of the Treasury raises concerns about the potential cybersecurity and fraud risks associated with this technology. This blog will breakdown the major takeaways of that 50-page report.
Using Creatio Freedom UI to Create a Global Filter for Lists
The Creatio Freedom UI makes it easy to display lists of associated data using a List element that can be configured to show any data that is linkable to the record being viewed. It may make sense to have a built-in filter that always pulls data past a certain cutoff date. We don’t want to show all…
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Ensuring Data Privacy and GDPR Compliance in Customer Relationship Management
Data breaches and other types of privacy complaints can damage your reputation and sour customer relationships. Part of your responsibility in having a customer relationship management (CRM) system involves ensuring compliance while still improving communication with your audience.
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How to Use IP Address Filtering to Secure a Custom Creatio API
The standard built-in Creatio API is easy enough to use to perform CRUD (Create, Read, Update, Delete) operations. However, in more complex scenarios, there may be a need to build complex logic inside a Creatio API so the external integration software can make its request without having to do all…
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How Much Does a CRM Cost?
The cost of CRM is a common question from first-time buyers. How big of an investment will this be? Are there recurring costs I should consider? There are literally thousands of CRM solutions available on the market today, each offering its own pricing structure and features, which makes answering…
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Using No-Code to Boost Analytics and Build Profits in P&C Insurance
The questions we need to ask are: What channels are insurers using to get their products to market? What role is analytics playing within these channels? How can insurers improve their analytics using a no-code tech stack?
Adding Validation Rules on the Creatio Mobile Platform
In some situations, you may want specific business logic implemented on the Creatio mobile app. Validation rules enforce that logic.
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How Consumers Credit Union Boosted Member Satisfaction with Creatio CRM
TAI integrated CCU’s core system, their consumer LOS, credit platform, and other systems with their new CRM, Creatio. Consumers Credit Union continues to grow into their CRM processes. Their members are seeing better service, and their employees are solving member problems with less frustration.…
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Opportunities for AI & Machine Learning in Property & Casualty Insurance
These technologies are not just enhancing operational efficiency but are fundamentally altering the way insurers assess risk, process claims, and engage with customers. Here are just a few of the use cases where AI and ML are creating opportunities in the P&C insurance sector.
Are There Alternatives to Using Consumer Credit Scores for Insurance Underwriting and Rating?
So, what steps can insurance companies take to find a replacement for customer credit score before more insurance regulators decide this information is no longer permitted for use in underwriting or rating?
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Wildfire Risk Assessment: A Data-Driven Approach for Insurance Actuaries
In the realm of the insurance industry, actuaries play a pivotal role in maintaining financial stability. The architects behind setting premiums, managing reserves, assessing risks, and crafting underwriting rules rely on accurate data analysis to inform their decisions. Let’s explore the use of…
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Harnessing Insurance Analytics to Navigate Market Turbulence
How can insurance companies successfully retain existing business and acquire new customers in this climate? This blog explores how insurance analytics in CRM are helping carriers adapt and thrive under these conditions.
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Top Email Marketing Trends to Watch in 2024
In 2024, new capabilities are changing how marketers use email, and shifts to privacy and security features are forcing them to reevaluate how they measure success. These are the email marketing trends to watch in 2024.
Creating Fraud Alerts in the Creatio Banking Application
When working with the Creatio Banking application, it is important to track fraud related conditions connected to customer financial accounts. When a customer calls or walks in, we’ll need to pull up the customer record and have any important alerts show up indicating a problem.
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How to Fix “CurrentTimeAndDate” Inaccuracies in Your Creatio Business Process
While building a Creatio business process, it’s quite common to use the system’s current date to denote the moment a record update is being made. We just need to use the current date system variable and Creatio will automatically assign the current date/time when the process runs.
However,…
Streamlining Complex Date-Based Calculations in Creatio Processes
Hopefully these examples provide a good basis to perform any date-based calculations that you need in Creatio. Feel free to reuse these to reduce your codebase as much as possible.
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