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Engaging members in the moment to build relationships for life

Being part of your members’ financial journey is key to knowing where, when, and how to market to them. The traditional marketing funnel is dead, and successful selling increasingly depends on being an integrated part of your members’ lifestyles.

September 21, 2018

WebSite CRM

How to Get Buy in for Your CRM Project

Has your financial institution avoided adopting CRM? Or do you have an older CRM solution that has quietly slipped out of use? If you are considering raising the topic of modern CRM with your leadership team, here are a few ways to pitch the topic effectively:

January 18, 2018

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