CRMNEXT News Archives

CRM systems: A must-have in modern retail banking

CRM systems: A must-have in modern retail banking

It’s common sense 101 for today’s banks that, to succeed, they must first identify, attract, and retain profitable customers. What’s not always as clear is the best way to go about doing [...]

Podcast: CRMNEXT. The banking CRM. With James Gilbert

Podcast: CRMNEXT. The banking CRM. With James Gilbert

In 2008, we had 500 different B2B marketing technologies. We’re now at 8,000. Marketing leaders are trying to figure out which tech pieces work best for which activities and why it matters. In [...]

The key to connecting with Gen Z

The key to connecting with Gen Z

Publisher’s Note: CUInsight is hosting a free webinar Wednesday, February 3rd titled, Survival of the Financially Fit: TAP-ping into Gen Z. We hope you’ll join us! Register here. It’s been said many [...]

Podcast: Why banking is emotional and not transactional

Podcast: Why banking is emotional and not transactional

Feeling all the feels this holiday season? So are your customers and members. Why? Because they’re human. And here’s the kicker: those humans are emotional 365 days a year. So, at the start [...]

How do you eat an elephant?

How do you eat an elephant?

When embarking on a digital transformation journey, credit unions often have a large appetite for change. However, once you start diving into implementation, you may realize that your eyes were bigger than your stomach. In [...]

The ultimate gift guide for finance professionals

The ultimate gift guide for finance professionals

Whew! It’s definitely been a year for the books. Through it all, banks and credit unions have done incredible work to keep our economy afloat (we’re talking TOP of the nice list efforts) – [...]

Podcast: The real tea on journey mapping

Podcast: The real tea on journey mapping

Ah, journey mapping. We’ve been hearing about it since ye olden days of the 1980’s. So, why are so many financial institutions still struggling to do it effectively? This week on CRMNEXT’s [...]

Podcast: Growth and gorillas

Podcast: Growth and gorillas

What do an eight-hundred-pound gorilla and a chimpanzee have to do with fostering growth and acquisition in your financial institution’s marketing? Glad you asked! And you’ll certainly want to tune in for the [...]