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Why a CRM Makes Sense in 2018

Posted by Keith Twisdale on Dec 12, 2017 11:52:55 AM

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When it comes to keeping track of current and potential customers, many banks and credit unions have yet to consider a CRM solution. That runs counter to the predicted trajectory of the industry. A PWC report reveals that while 61 percent of bankers consider a customer-centric business model to be very important, less than 20 percent are very prepared for it. Bankers must proactively seek out new tools to build the industry’s more customer-focused business model.

According to Forbes, “By simplifying and streamlining many of the more complex customer interaction processes, CRM increases customer satisfaction.” Gartner Research goes further — businesses that fail to bring in the right data management and customer interaction strategy “will lose out on a 25 percent increase in potential new revenue.”

But before you jump into the virtual CRM shopping aisle, educate yourself on the kinds of features an effective CRM for banks and credit unions should have. Join me, 360 View’s national sales representative, Keith Twisdale, for my webinar: 5 Reasons CRM Should be in Your Strategic Plan

During this webinar you will learn:

  • Why technology is essential for better customer service
  • How a CRM can help you win and retain customers
  • What to look for in a CRM

Learn more about how a CRM can transform your customer relationships.

Friday, Dec 15, 2017 at 1:00pm CST / 2:00pm EST

Duration: 30 minutes

Register Now

If you cannot attend, register anyway and we will send you the recording after the event.

Topics: CRM, Customer Experience