Karl KellerOct 19, 20212 minWhat 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 minConvert PPP Loan Applications into Lifelong CustomersHere are 4 important steps to converting PPP loan applicants into lifelong banking customers.
Karl KellerOct 19, 20212 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....
Karl KellerOct 19, 20212 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.