Karl KellerOct 19, 20212 min readWhat CRM Do Banks Use?Picking a bank CRM that provides strategic value within each department is vital to CRM vendor selection.
Karl KellerOct 19, 20213 min readConvert PPP Loan Applications into Lifelong CustomersHere are 4 important steps to converting PPP loan applicants into lifelong banking customers.
Karl KellerOct 19, 20212 min readThe 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....
Karl KellerOct 19, 20212 min readSend 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.
Karl KellerOct 19, 20212 min readProactively Connect With Your Customers During a CrisisCommunity banks are missing out on a great opportunity to connect and build customer rapport during this crisis.
Karl KellerOct 19, 20212 min read Two Words To Make A Teller ReferralGrow your bank with Teller Referrals