What CRM Do Banks Use?

Picking a bank CRM that provides strategic value within each department is vital to CRM vendor selection.

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Convert PPP Loan Applications into Lifelong Customers

Karl Keller

May 7
3 min

Convert PPP Loan Applications into Lifelong Customers

Here are 4 important steps to converting PPP loan applicants into lifelong banking customers.

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Kraig Nellis

Apr 27
2 min

The 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....

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Send Your Customer a Bank Issued Check for their First Remote Deposit Transaction

Kraig Nellis

Apr 17
2 min

Send Your Customer a Bank Issued Check for their First Remote Deposit Transaction

Community banks can provide value and increase loyalty by proactively calling customers who have yet to try remote deposit capture.

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Proactively Connect With Your Customers During a Crisis

Kraig Nellis

Apr 14
2 min

Proactively Connect With Your Customers During a Crisis

Community banks are missing out on a great opportunity to connect and build customer rapport during this crisis.

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Karl Keller

Mar 17
2 min

Two Words To Make A Teller Referral

Grow your bank with Teller Referrals

187 viewsWrite a comment

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