Boosting growth with customer satisfaction

How bank priorities align with CRM Integration

In a recent survey by Jack Henry, 100 FI CEOs shared their organization’s overall goals for the coming years. Unsurprisingly loan growth topped the list, followed closely by optimization of operational efficiencies and the addition of more and faster digital products and services, including better ways to deposit checks and get banking done on the go.

Sure, loans are cool and all. But the second priority is by far the most interesting and far reaching. Boosting operational efficiencies can be accomplished in many ways. You can create better processes, innovative ideas, and provide more training. Or you can choose a customer relationship management (CRM) tool that integrates with all your systems. A functioning CRM makes all customer data accessible to and actionable by everyone in your organization.

Why does actionable data matter? Because it empowers your front-line staff to immediately manage customer requests, which makes customers feel appreciated and understood. It proves your bank is listening to customers’ wants and needs. If you have ever been dumped by a boyfriend/girlfriend, you know how the alternative feels.

 

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