Blog 360 View Feb 9, 2023 6:00:05 PM

Enhance Your Cross-Selling During This Time of Economic Uncertainty



Deepening an existing customer relationship, especially during uncertain economic times, is often a banker’s best investment.

Cross-selling, or selling products to existing customers, is a smart move for banks and credit unions. And with inflation and possible recession in play, cross-selling makes more sense now than ever.

Read More

Topics: CRM, CRM Marketing 360 View Jan 26, 2023 9:07:28 PM

My Dog Wants to Go to the Bank


Prioritizing exceptional customer experience

Read More 360 View Jan 12, 2023 4:26:37 PM

2023 Bank Marketing Trends: The Curated List


The news feeds are currently full of the 2023 trend articles. We have waded through the buzz and honed in on what sounds like the best advice for bank marketers in 2023.

As 2023 begins, banks and credit unions are rolling out the plans made last quarter. No doubt some of those initiatives will be just right for what is coming, and some may require adjusting. The prognosticators are appropriately out and about making their own adjustments to what they predicted six months ago. In reading the lists, we have gleaned five trends impacting bank marketers that are worth considering as 2023 begins.

Read More

Topics: Customer Experience, CRM Marketing, bank marketing 360 View Apr 12, 2022 1:37:00 PM

Top 5 Banking CRM Myths — Busted!


CRM is not a new technology, and there are plenty of misconceptions of it. With those come a handful of myths that linger in the meeting rooms of financial institutions. Here are five common myths about CRM and the truth you need know.

Read More

Topics: CRM 360 View Feb 8, 2022 3:33:48 PM

Making Your Business Case for CRM

building a business case for crm for banks and credit unions

Knowing you need a CRM is only half the battle. Convincing your institution’s decision makers that they need to make the investment in a CRM is the other half. Here’s how to make the case.

You already know you need a CRM at your financial institution. You have already seen the evidence, either at a different institution or just reading the industry literature. You know the data shows CRM can be a game changer for banks and credit unions: improving staff productivity, generating customer engagement, and increasing wallet share,[1] to name the top three. Convincing your institution’s decision makers to make the investment and the commitment is the next step, and it can be a challenge. Making a powerful and effective business case for CRM can be an important lynchpin in ensuring your bank or credit union stays competitive when it comes to customer relationships.

Read More

Topics: CRM