ARTICLES

To maximize adoption and engagement with a CRM, defining a "Why" is critical. When a Client Relationship Management (CRM) platform is...

Is your Financial Institution Digitally Prepared? This is a very simple test. Did your Bank or Credit Union have an automated PPP Loan...

Financial Institutions must be careful when approaching a CRM implementation. Client Relationship Management (CRM) platforms are...

A CRM shows who is committed to the long term success or an organization. A Client Relationship Management (CRM) platform is its most...

For decades banks have been told they are a snowflake by various partners and have projected that mentality. Consultants have always said...

Understanding how to categorize internal interactions and those with clients. With everyone experiencing some form of quarantine or...