CRMs are about relationships, so date one
Dear reader, will you accept this rose? Whether you’re an avid fan of The Bachelor franchise or not, I’d be willing to bet this iconic question rings a bell. In fact, one might [...]
CRMNEXT News Archives
Customer 360: Your portal into the digital age
Customer satisfaction is key to your bank’s lasting success. After all, unhappy customers have plenty of other places to look for personal financial products. And many do. Sixty-nine percent of customers who leave their [...]
Bank branches aren’t going anywhere – Here’s why
In this phone-glued-to-hand culture, you might think app-based banking is driving brick-and-mortar bank branches towards obsoletion. Not so! Old-school branches can breathe a sigh of relief, because – as it turns out – customers like having a [...]
Podcast: WFH Handbook with Jill Nowacki
As most of us recently found out, working from home is not always the nirvana we hold it up to be. Zoom meetings with dogs barking , the newly dual-purpose homeschool sofa, and your kitchen table [...]
Is your sales process earning you a face punch?
Is your sales approach earning you a throat punch? Here’s an idea. Don’t “pitch slap” people! On this week’s episode of Banking On Experience, CRMNEXT’s James Gilbert sits down with Amy [...]
How to bring diversity to life
Diversity. Equality. Inclusion. (Otherwise referred to as “DEI”) It’s stand-up, speak-out, real-talk time. And on this week’s episode of Banking On Experience, Michael Murdoch of Wauna Credit Union joins CRMNEXT’s James Gilbert [...]
Podcast: Member experience changes
Life is change, but oh the evolving we’ve been doing this year! And the member experience is no exception. On this week’s episode of Banking on Experience, CRMNEXT’s James Gilbert is joined [...]
How to build a customer experience management strategy
When you make an effort to treat your bank customers or credit union members well, they’ll return the favor. In fact, 73% of consumers say high-quality customer experience is key to whether or not [...]
Superheroes – We “C U”
"I think a hero is an ordinary individual who finds strength to persevere and endure in spite of overwhelming obstacles." – Superman Superheroes are figures who rise to the occasion in times of emergency or crisis. [...]
3 best practices for tech spending in banking
An overwhelming 96% of banking executives plan to either maintain or increase their technology budget this year, with 64% spending more, according to CSI’s 2020 Banking Priorities Survey. Even with financial institutions doubling down [...]
Transforming FIs through digital growth with James Robert Lay
Heading into 2020, life was looking pretty rosy. There was no pressing impetus for banks or credit unions to change. Then COVID hit: the wrecking ball that has upended this industry virtually overnight. In this [...]
What’s stopping FIs from fixing poor customer service?
Both banks and credit unions are driven by a mission to help and invest in the communities where they do business. Unfortunately, a consistently poor customer experience often prevents them from serving their members the [...]
Top 5 benefits of CRM in banking
Customer relationship management (CRM) software in banking helps deliver fast, efficient services to customers. Here are five ways CRM banking software can benefit your bank or credit union. 1. Better Customer Service The days of [...]
5 qualities for the banking talent of the future
In 2017, McKinsey predicted that automation would be able to take over approximately 30% of the tasks performed at banks within the next two to three years. That forecast was spot-on. Automation technology has enabled [...]
The frugal generation: How credit unions can start wooing Gen Z today
What do bagels, YouTube, the environment and mobile wallets all have in common? (Read on to find out.) X, Y, Z. Meet Generation Z, a cohort of children and young adults set to massively transform [...]