Category Archives: Relationship Management

MCIFs vs FI Works

After our recent article, “Are MCIFs Dead?”, we have had many people ask us what...

Are MCIFs Dead?

Are MCIFs still effective in 2021? Is this 20-year-old tech really what financial institutions need...

CRM Requirements for 2021 have Changed – is Your Institution Ready?

Although many people think of CRM as just a technology, it is so much more...

The Keys to a Successful CRM in 2021

The term “CRM” doesn’t always conjure up good memories for community banks. You’ve probably heard...

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...

Why Traditional CRMs are Not Enough

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

Why You Need a Holistic Approach to Customer Communication

What’s your biggest asset? It’s not your building, your employees, or numbers on a spreadsheet....

Stay Connected with Customers Who Bypass Your Branches

At a conference session I attended recently, a bank president asked a highly relevant question....