top of page
ARTICLES
Get the information you need...
Subscribe and have insights at your fingertips.
Search
Defining the right "Why" for a CRM: Empowerment
To maximize adoption and engagement with a CRM, defining a "Why" is critical. When a Client Relationship Management (CRM) platform is...
Innovate Banks Contributor
Oct 6, 20202 min read
13 views
0 comments
Digital Banking Litmus Test: Success with PPP
Is your Financial Institution Digitally Prepared? This is a very simple test. Did your Bank or Credit Union have an automated PPP Loan...
Innovate Banks Contributor
Sep 29, 20203 min read
5 views
0 comments
Epic CRM Fail: Big Brother
Financial Institutions must be careful when approaching a CRM implementation. Client Relationship Management (CRM) platforms are...
Innovate Banks Contributor
Sep 22, 20202 min read
10 views
0 comments
Power of a CRM: Truth Serum
A CRM shows who is committed to the long term success or an organization. A Client Relationship Management (CRM) platform is its most...
Innovate Banks Contributor
Sep 15, 20202 min read
5 views
0 comments
bottom of page