Whitepapers

Generative AI is reshaping financial services by enabling faster product design, market simulations, and compliance automation…

Hybrid AI forecasting combines statistics, machine learning, and autonomous agents to deliver more accurate, bias-resistant sales …

Financial services are moving from AI that only predicts to AI that can also act. The next wave — agentic AI — enables autonomous…

Banking CRMs are shifting from static systems of record to AI-powered systems of intelligence. Modern CRMs unify fragment…

Enterprises today must support real-time reporting, large-scale analytics, and AI workloads — but single-tier data systems…

Ambit Software follows a proprietary methodology with an 85%+ success rate, surpassing CRM industry standards…

While many CRM implementations fail to meet expectations, Ambit’s proven process—successful in over 500 deployments with an…

In a competitive economy, effective CRM strategies give businesses an edge by improving customer attraction and retentio…

Successful CRM implementation must align with the company’s go-to-market strategy. This involves three key steps: refining…

To ensure CRM implementation success, companies must define measurable success criteria, establish relevant metrics, and use…

With 20+ years of CRM experience for banks worldwide, Ambit Software emphasizes that CRM systems must adapt to the unique…

A major threat to sustainable CRM success in banks and financial institutions is the rise of “Application Islands”—independent…

CRM success should be measured using clear metrics, with revenue growth and productivity gains as the key indicators…