Making the Most of Your CRM: A Guide for Community Banks


Feb. 25

Improve customer relationships, drive revenue and increase retention with strategies to make the most of your CRM. Customer Relationship Management (CRM) software offers benefits to financial institutions that take full advantage of its features and ensure organization-wide adoption.

This webinar showcases features common to many CRM platforms that deliver value, ideas to help financial institutions ensure they are taking advantage of these features including automation, opportunities derived from tracking customer life-cycle and life stage, the importance of adoption and the keys to successful program and campaign measurement using dashboards.