Loading Events

« All Events

  • This event has passed.

ABA Webinar – CRM Explained and How It Drives Engagement and Sales

July 22, 2020 @ 1:00 pm - 2:00 pm CDT

CRM is a simple concept, but practically it is hard to deploy consistently, monitor staff engagement, and measure customer engagement. Thinking about CRM is less about technology and more about strategy. Join Ryan Housefield, SVP of Sales for Marquis, as he demystifies the customer relationship management process and answers vital questions for banks looking to leverage the benefits of CRM. This discussion will highlight best practices and provide a blueprint for banks looking to deploy CRM technology.

We will answer these questions:

  • Do you need a CRM?
  • Is your financial institution ready for CRM?
  • What are the strategic benefits of a CRM?
  • What are the keys to success with CRM?
  • Why do some CRM initiatives fail?
  • How can CRM drive revenue for your bank?
  • What is the recipe for successful CRM implementation and adoptions?



July 22, 2020
1:00 pm - 2:00 pm CDT