5 Reasons CRM Should Be in Your Strategic Plan [Webinar]

This webinar was previously recorded.  |  34 minutes

Year after year, we hear from financial institutions, “We aren’t ready for CRM.” It leads me to wonder, “How can we not be ready? Aren’t we in the business of maintaining and cultivating relationships with our customers?”

It’s no secret that winning and retaining customers is the key to business growth and success. But, given the dynamic and ever-increasing customer demands that financial institutions face today, that’s easier said than done — especially when it comes to implementing and enforcing processes that effectively support your interactions with prospects, customers, and partners. 

Join me online to learn why a CRM is absolutely essential to making that culture shift throughout your financial institution. 

 

Webinar Host:

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Joyce I. Colin

National Sales Representative | 360 View

As a previous CIO for a $1.8 billion commercial bank, Joyce directed bank-wide technology strategies, with a background in business process automation. Her 26 years of banking experience spans Operations, Data Processing, Core Banking Systems, CRM Implementations and Information Technology. Currently she is a national sales representative for 360 View providing insight into sales and service automation, enhancing business processes and improving overall customer experience through the use of 360 View CRM.