As anyone who has worked in financial services is aware, efficient KYC (Know Your Customer) processes are important for reasons including compliance, risk management and customer protection. It is also simply good business practice to understand who your customers...
An effective integration strategy is core to any aspect of your digital transformation including any CX, Data, API programs. Whether providing a seamless customer experience across multiple platforms; insights for your business stakeholders on your customers or...
The idea for Excelsa started to formulate when Paul and I were still at Salesforce. As Head of Customer Success for MuleSoft across the APJ region I had seen too many clients fail for reasons that were entirely predictable and preventable. Customers understood the...