The latest from Joshua Barclay

Dec 20, 2023 - by Joshua Barclay, CRMNEXT

Boosting loans & deposits: The blueprint for credit unions to maximize CRM data strategy

Data is the key to unlocking a robust member experience. That’s because it enables CUs to learn deeply about members and predict and identify their next best needs. Doing ...

Dec 1, 2023 - by Joshua Barclay, CRMNEXT

How to use CRM to grow and retain membership in an unfriendly economy

Technology, changing consumer behaviors, and growing fintech competition are driving significant changes across the financial services industry. As they fall under increasing pressure to preserve profits and their deposit base, ...

Sep 22, 2023 - by Joshua Barclay, CRMNEXT

Stop hunting for a CRM: Discover the 10 features every credit union should demand

Do you feel like finding the right CRM for your credit union is a never-ending quest, similar to hunting Bigfoot or the Loch Ness monster? You’re not alone. Many ...

Aug 25, 2023 - by Joshua Barclay, CRMNEXT

Demystifying banking CRMs: 4 critical reasons credit unions need CRM in 2023 and beyond

In 1961, John F. Kennedy and his staff narrowly avoided nuclear war. The seeds of CRM played an unexpected role. While it might not be recognized as such in any ...