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Fixing Customer Experience Pain Points with CRM: A Leader’s Guide

Improving the customer experience is one of the top drivers of investment in financial CRM today, and it’s no wonder why. Today’s consumers expect a banking experience that is omnichannel, hyper-personal, and effortless, and they aren’t shy about going elsewhere if their bank or credit union fails to live up to expectations.

November 14, 2018

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Operational, or Analytical? The right CRM is Both

Many organizations think of CRM solutions as just an analytical tool for marketers or an account management tool for service departments… But, in fact, the right CRM can help you achieve organization-wide operations and compliance goals as well. In fact, operational CRM has a pivotal role to play in streamlining all sorts of business processes related to front-end customer touchpoints.

November 5, 2018

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CRM for Financial Growth: A Leader’s Perspective

Studies indicate that the ROI on a CRM system can be as high as $8.70 per dollar spent (Nucleus Research, 2014). That’s a pretty impressive return on investment for a technology solution, and it may leave you wondering just how CRM generates such uniquely high returns.

October 23, 2018

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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

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