Karl KellerOct 2, 20202 minWhat CRM Do Banks Use?Picking a bank CRM that provides strategic value within each department is vital to CRM vendor selection.
Karl KellerMay 7, 20203 minConvert PPP Loan Applications into Lifelong CustomersHere are 4 important steps to converting PPP loan applicants into lifelong banking customers.
Kraig NellisApr 27, 20202 minThe Power of a Phone Call Will a phone call be the start of your next customer success story? Calling a customer for a simple reason opens the door to opportunity....
Kraig NellisApr 17, 20202 minSend Your Customer a Bank Issued Check for their First Remote Deposit TransactionCommunity banks can provide value and increase loyalty by proactively calling customers who have yet to try remote deposit capture.
Kraig NellisApr 14, 20202 minProactively Connect With Your Customers During a CrisisCommunity banks are missing out on a great opportunity to connect and build customer rapport during this crisis.