CRMNEXT News Archives

Connecting with your community with Teresa Shore

Connecting with your community with Teresa Shore

We are fa-mi-ly…I got all my CUs and me 🎶 Credit unions, traditionally, are all about community. But how can they be sure they’re making good on that claim? This week on CRMNEXT’s [...]

Digging into compliance culture with Rachel Guyselman

Digging into compliance culture with Rachel Guyselman

Customer Service and Compliance…the two aren’t often said in the same breath, but –– in truth –– they’re connected at the hip. And this week on CRMNEXT’s Banking On Experience, Rachel Guyselman (Compliance [...]

Customer servicing made simple

Customer servicing made simple

When a loved one is lost, that person’s finances are the last thing anyone wants to deal with. It’s adding insult to massive injury and tends to be a drawn-out ordeal. But, for [...]

Member service: all for one and one for all

Member service: all for one and one for all

"Customer service shouldn't just be a department; it should be the entire company." Tony Hsieh, CEO, Zappos  Solidarity. From shoe sizes to financial requests, the days of siloed ownership for the customer experience are behind [...]

The omnichannel approach with Jason Osborne

The omnichannel approach with Jason Osborne

The omnichannel approach… It’s packed with potential for your financial institution’s success, but are you really doing it? Jason Osborne –– Global Head of Consumer Banking at Genpact –– has some expert insight into this [...]

Leaders developing leaders with Christian Hartley

Leaders developing leaders with Christian Hartley

Pour into people. Simple but sage advice, and when it comes to developing the next generation of leaders it’s essential. So says Christian Hartley –– Branch Manager at Keesler FCU and our honored guest this [...]

Credit where credit’s due – with Steve Ely

Credit where credit’s due – with Steve Ely

For financial institutions looking to expand their addressable market, there’s a whole lot more to potential customers than the traditional credit report…well…reports. And, with so much more data available these days, why [...]