You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. The retirement income planning platform IncomeConductor announced a platform update that enables advisors to integrate existing annuity assets seamlessly into holistic retirement plans, simulate future annuity purchases and compare multiple product options within client income strategies. The new features connect annuity modeling directly to tax planning, RMD tracking and client reporting and a ...

Core Insights - TTEC Holdings Inc. has been awarded the 2025 Microsoft Dynamics 365 Service Partner of the Year Award, recognizing its excellence in AI-enabled customer experience solutions [1][2][3] - The award highlights TTEC Digital's commitment to innovation and successful implementation of customer solutions using Microsoft technology, showcasing its role in driving digital transformation [3][4] - TTEC Digital has also been selected for the 2025/26 Microsoft Inner Circle for AI Business Solutions, marking its tenth consecutive year in this elite group, which includes only the top 1% of Microsoft partners globally [4] Company Overview - TTEC Holdings, Inc. is a global leader in customer experience technology and services, focusing on AI-enabled digital solutions that enhance customer interactions across various channels [6] - The company's TTEC Digital division specializes in designing and operating omnichannel contact center technology, CRM, AI, and analytics solutions, while TTEC Engage provides AI-enhanced customer engagement and support services [6] - Founded in 1982, TTEC has consistently achieved high satisfaction scores from clients, customers, and employees, operating on six continents to deliver exceptional customer experiences [6]

Core Insights - The article emphasizes that CRM has evolved from a mere customer information tool to a critical component of digital transformation for businesses of all sizes and sectors, focusing on the need for refined customer relationship management [1][3]. Definition Reconstruction: Integration of Strategy and Technology - CRM is defined as a deep integration of customer-centric business strategy and digital technology, aimed at managing the entire customer lifecycle and driving sustainable growth through scientific management of customer relationships [3][4]. Evolution Logic: From Passive Recording to Active Management - The transition from traditional customer management methods, which relied on basic tools like Excel, to CRM systems has led to three major upgrades: data centralization, standardized processes, and data-driven decision-making [4][9]. Customer Data Management: Building an Operable Customer Asset Library - Effective customer data management addresses issues of data fragmentation and quality, enabling businesses to capture customer interaction trajectories and build comprehensive customer profiles [10]. Sales Process Management: Efficiency Accelerator - CRM enhances sales process management by automating and standardizing workflows, which improves conversion rates and reduces the time taken to close deals [10][13]. Marketing Automation: Transitioning from Broad to Precise Targeting - Marketing automation tools within CRM systems facilitate data-driven customer acquisition strategies, allowing businesses to create detailed customer profiles and optimize resource allocation based on performance metrics [13][15]. Customer Service and Retention: From Problem Solving to Value Deepening - CRM systems enhance service quality and customer loyalty through comprehensive management of customer interactions and proactive engagement strategies [15][16]. AI and Big Data: The Intelligent Core of CRM - Modern CRM systems leverage AI and big data to transform from mere management tools into decision-making assistants, fostering a win-win scenario for enterprises, customers, and managers [15][18]. Benefits to Stakeholders - For enterprises, CRM leads to cost reduction and efficiency gains, while customers experience enhanced service and loyalty through personalized interactions [16][20]. - Management benefits from data-driven insights that facilitate informed decision-making and strategic planning [18][19]. Selection Criteria for CRM Systems - Companies are advised to focus on matching CRM solutions to their specific needs rather than opting for feature-heavy systems, ensuring that the chosen CRM effectively supports their operational goals [19][20].

Core Insights - Shaligram Infotech celebrates its 10th anniversary with a rebranding strategy, highlighting its growth and commitment to delivering innovative IT solutions globally [2][4][9] Company Overview - Shaligram Infotech is a leading IT solutions provider and a trusted Microsoft Partner, specializing in Microsoft Dynamics 365 and offering end-to-end IT solutions across various platforms and technologies [3][13] - The company has expanded its global presence with offshore offices in the UK, USA, and Australia, evolving from a local IT service provider to a global digital partner [5][11] Rebranding and Visual Transformation - The company unveiled a new logo and redesigned website to reflect its modern, customer-centric approach and align with its global aspirations [4][9] - The updated website serves as a platform to communicate industry-specific solutions and success stories to an international audience [10] Microsoft Expertise - Shaligram Infotech has implemented Dynamics 365 Business Central and CRM solutions for various organizations, providing clients with real-time insights and streamlined operations [7] Future Outlook - As it enters its second decade, Shaligram Infotech aims to build meaningful technology partnerships and deliver value through global collaboration, positioning itself as a reliable partner for businesses leveraging Microsoft technologies [12][14]