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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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Expert Insights – Paul Barter on Trends Shaping the Future of Finance, Part 2

Today, I’m sharing more insights from my chat with futurist Paul Barter about the future of community finance. For those just tuning in – Paul is a technology strategy, research and innovation executive with over 30 years of experience in the technology product and services sector. He also teaches Technology Strategy to MBA students, acts as a Venture Services Advisor at MaRS and writes extensively about the intersection of technology and society. You can find the first part of our interview here.

November 13, 2017

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Expert Insights – Paul Barter on Trends Shaping the Future of Finance, Part 1

I recently had the opportunity to sit down with futurist Paul Barter for a chat about the future of community finance. Paul is a technology strategy, research and innovation executive with over 30 years of experience in the technology product and services sector. He also teaches Technology Strategy to MBA students, acts as a Venture Services Advisor at MaRS and writes extensively about the intersection of technology and society.

November 9, 2017

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