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Smarter Lending, Intelligent CRMs & the Future of Investment
Strategy
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Technology, data, and financial services are converging to redefine
the industry-driving personalized CRM solutions, AI-powered lending,
and precision investment strategies. This month, we introduce a
strategic partnership to elevate client engagement, explore
cutting-edge innovations in private credit and bridge lending, and
share success stories and expert insights to keep you ahead in an
evolving market.
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Unlocking CRM Potential with Salesforce
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We’re excited to announce our new Salesforce CRM
Support Solutions-empowering businesses to
streamline client interactions, automate workflows,
and integrate with platforms like Power BI and
Tableau. Whether you're looking to scale operations
or improve decision-making, our certified Salesforce
experts are here to help.
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Explore how today’s CXOs are shifting investment planning by
leveraging AI, automation, and real-time data to navigate volatility
and drive sustainable growth.
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From deal sourcing to risk assessment, private credit lending is
evolving fast. Discover how new technologies are accelerating
lending cycles and improving credit visibility.
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A global financial services firm turned to us to scale its analytics
engine. By migrating to Snowflake, they unlocked real-time insights,
improved data agility, and streamlined operations.
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See how we helped an asset manager automate investor intelligence,
enabling faster capital deployment, better segmentation, and higher
engagement rates.
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Privacy Disclaimer
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We receive and store information about you collected from our
third-party data providers using publicly accessible information. We
use the information to provide, analyse, administer, enhance and
personalize our services & marketing efforts to communicate with
you concerning our services and products. For more details regarding
our privacy guidelines, please read the privacy policy
and terms-of-use
on our website. In case you don’t want us to contact you regarding
our services and products catalog, please email at marketing@decimalpointanalytics.com
to unsubscribe.
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www.decimalpointanalytics.com
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