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10 Things Bankers Hate About Their CRM (And How to Fix Them)

10 Things Bankers Hate About Their CRM (And How to Fix Them)

Feb 20, 2025

Traditional CRM systems are failing financial institutions, creating more problems than they solve. Banking executives consistently report frustration with systems that weren\’t designed for their industry\’s unique needs. This comprehensive analysis reveals the top ten CRM challenges banks and credit unions face, from complex interfaces that drive low adoption rates to hidden costs that drain resources. Discover how leading institutions are transforming their approach with banking-specific technology.

How Magnifi Financial Drove 19% More Referrals and Nearly 100% CRM Adoption

How Magnifi Financial Drove 19% More Referrals and Nearly 100% CRM Adoption

Sep 6, 2024

See how Magnifi Financial boosted efficiency and member satisfaction with BusinessNext\\\’s CRM solution designed for banks and credit unions.

The Fast Track to Actionable Insights: How Credit Unions and Banks Can Find Immediate Value in Their Data

The Fast Track to Actionable Insights: How Credit Unions and Banks Can Find Immediate Value in Their Data

Jun 10, 2024

Unlock immediate insights and rapid growth for your bank or credit union with innovative CRM solutions. Learn how to combat customer attrition, maximize existing relationships, and boost profits without costly, time-consuming upgrades.

How Operational Inefficiencies Impact Bank and Credit Union Talent Recruitment and Retention

How Operational Inefficiencies Impact Bank and Credit Union Talent Recruitment and Retention

May 6, 2024

Many community banks and credit unions still operate with legacy systems and antiquated processes that can no longer keep pace with today’s demanding consumers and fast-paced environment.

Unlock Growth Opportunities: 4 Ways Banks and Credit Unions Can Benefit from a CRM Strategy

Unlock Growth Opportunities: 4 Ways Banks and Credit Unions Can Benefit from a CRM Strategy

Feb 13, 2024

A CRM is a valuable tool that enables banks and credit unions to break down silos and offer a full view of the customer or member across the entire organization and all channels. This can help banks and credit unions improve relationships, grow accounts, increase loyalty, and enhance the overall experience.

Revolutionizing the Credit Union Call Center: How to Go from a Service to a Sales Model

Revolutionizing the Credit Union Call Center: How to Go from a Service to a Sales Model

Feb 13, 2024

Contact Centers can easily become reactive, resulting in a subpar member experience. However, a contact center doesn’t need to be a bottleneck. It can instead become a secret weapon for improving member experiences and driving growth.

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