Author Archives: Claire Maxwell

Digital Doesn’t Have to Mean ‘Impersonal’

Mobile banking applications, online banking, and digital onboarding have become very popular in the modern...

The Ultimate Recipe for CRM Success in 2020

You’ve made your decision; your financial institution has decided to get a CRM. You’re excited...

Don’t be Spooked by the News – Branches Aren’t Going Anywhere

You’ve heard the news: mobile banking is taking over the industry, the rise of digital...

Why Traditional CRMs are Not Enough

Set your relationship management strategy apart with a modern take on sales and marketing. Here’s...

How to Grow Deposits Using Artificial Intelligence

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Solving Your Data Dilemma

Community financial institutions must take control of their data if they want to compete in...

How Your Community Bank Can Get Smart about Marketing

Forging healthy futures for community banks requires getting smarter about driving sustainable growth — not...