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Customer Intelligence

Customer Intelligence is the only all-in-one sales and marketing platform purpose built for modern lenders and banks. Key customer insights trigger customizable workflows, allowing lenders to take action with messaging based on a customers unique financial situation at that moment in time, allowing you to deliver the right message, to the right customer, at the right time.

Product Fast Facts

#1

Customer Intelligence delivers the perfect customer journey

#2

Customer Intelligence is powered by customer insights and data

#3

Customer Intelligence drives growth and increased customer retention

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From local to global: RE/MAX’s Chris Lim on the next era of real estate relationships

Real estate has always been a people-first business, but in today’s market, relationships are being redefined by technology, data, and global reach. Few leaders understand this balance better than Chris Lim, RE/MAX’s Chief Growth Officer. In this conversation, Lim shares how human connection, innovation, and brand trust continue to shape the next era of real estate.