Capital markets CRM vs. standard CRM

whitePaper | September 12, 2022

Moroku Odyssey is a user experience orchestration and engagement platform for financial services companies. As Fintech changes the industry, customer engagement through unique experiences is a critical battleground. Moroku Odyssey, helps banks and FinTechs provide unique and compelling experiences to attract and engage customers around a telos of wellness, architected around game.

whitePaper | May 3, 2022

A world-class customer experience is mandatory for banks that wish to build engagement and loyalty, and expand their share of wallet. Smart banking is crucial to providing and supporting such an experience.

whitePaper | August 23, 2022

Over the last few years, consumers have shown extraordinary resilience through much uncertainty. Many have adapted by converting to a digital lifestyle. But creating great customer experiences in this digital-first world can be challenging. Financial Services is a highly regulated industry, and this can create gaps within the customer experience – but it doesn’t have to.

whitePaper | November 14, 2019

Municipal bond funds experienced strong flows in 2019, as tailwinds from the country’s new tax code (the 2017 Tax Cuts and Jobs Act “TCJA”) and low interest rates found investors flocking to the asset class for the tax benefit. Add in strong year-to-date performance, and investors may be asking if they missed the boat and if it’s too late to invest in municipal bonds. Yet, there are clear and distinct reasons why municipal bonds are still an attractive investment for investors today.

whitePaper | October 27, 2022

In modern practice, data is rarely stationary. This is especially relevant in the Financial Services (FS) industry, where data is leveraged moment to moment in order to understand trends and derive timely market insights. But where exactly is this data coming from, and where is it going?

whitePaper | April 6, 2023

Environmental, social and governance (ESG) issues have risen up the agenda for corporate banks, which are unanimous in their intentions to meet stricter regulatory guidance, satisfy the appetite from investors for greener products, and attract employees who increasingly want to see the demonstration of ‘purpose’ from their employers.