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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Karl Keller
Oct 19, 20213 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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Karl Keller
Oct 19, 20212 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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Karl Keller
Oct 19, 20212 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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Karl Keller
Oct 19, 20212 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
Oct 19, 20212 min
Two Words To Make A Teller Referral
Grow your bank with Teller Referrals
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