When evaluating CRM solutions, don’t overlook the importance of industry focus! CRM that is purpose-built for banks and credit unions includes pre-built support for industry-specific processes, workflows, and integrations, so you can rapidly and affordably achieve the sales, marketing, and…
Category: CRM for FI
eBook: 5 Steps To Successful CRM Implementation
This short guide is designed to help you explore strategies for success in implementing CRM at your credit union. You will find straightforward advice on 5 basic steps that your CRM implementation and champion team should follow in order to…
eBook: Engaging Customers In The Moment To Build Relationships For Life
Being part of your customers’ financial journey is key to knowing where, when, and how to market to them, and how to drive their financial well-being while earning more of their wallet share. So why isn’t your customers’ wallet share…
CRM Vendor Selection Checklist
Free vendor selection tool: Evaluate how well equipped a CRM vendor is to meet your credit union’s needs. CRM can be the secret to financial growth, customer satisfaction,and operational streamlining at your credit union. But to achieve these goals, you…
eBook: Engaging Customers In The Moment To Build Relationships For Life
Being part of your customers’ financial journey is key to knowing where, when, and how to market to them, and how to drive their financial well-being while earning more of their wallet share. So why isn’t your customers’ wallet share…
White Paper: The Role Of Your Enterprise CRM System In Improving Customer Experience
Removing friction from the customer journey is one of the key priorities for banking executives today. To achieve that through consistent service, omnichannel engagement, and personalization at scale, banks require technology that will ‘connect all dots’, such as an enterprise-wide…
See How Credit Unions Are Finding Success with Enterprise-Wide CRMFor credit union leaders today, digital transformation is a key strategic initiative across the board.
For credit union leaders today, digital transformation is a key strategic initiative across the board. Increased competition, changing member preferences, and a plethora of new communication channels all complicate this initiative, however, as change leaders find themselves asking which transformation project to tackle first.
Why CRM for FI needs to be in your tech budget54% of bank and credit union marketers have report that cross selling and growing share of wallet is their number one priority
The era of digital transformation in banking offers both new opportunities and new competitive threats for credit unions. In response to the ongoing emergence of FinTechs and digital banks, and the increasing expectations of tech-savvy customers, credit union leaders are seeking practical ways to improve their go-to-market strategies and their customer experience across all channels (including in-branch, phone, website, and mobile banking).
Change Management and Encouraging Adoption: the Cultural Shifts Needed for CRM SuccessFor the best results, CRM needs to be implemented – and used – across your whole organization.
The shift to using CRM isn’t just about choosing the right technology. For the best results, CRM needs to be implemented – and used – across your whole organization, which means a cultural shift is necessary, or the success of the project can be jeopardized. In fact, one study by Forrester indicated that more than one-fifth of CRM problems are, in fact, “people problems” of one sort or another.
Adapting for the Future with CRMEnterprise CRM can help your bank or credit union achieve strategic goals
Modern financial CRM isn’t just a point solution for marketing or front line service. Deployed enterprise-wide, it can be the engine that powers your digital transformation and helps your bank or credit union reach essential strategic goals.