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....