CRMNEXT News Archives

Blowing up the silos of digital strategy with Bill Snider

Blowing up the silos of digital strategy with Bill Snider

Ah the siloed digital strategy… If you’re still clinging to this defective little dinosaur, might we suggest — just cut it out already! To help you do just that, Bill Snider, VP of Digital Marketing [...]

Sharing your vision and story unfiltered with Alina Murcar

Sharing your vision and story unfiltered with Alina Murcar

Real. Vulnerable. Unfiltered. Sounds like the start of a fantastically angsty pop song, but it’s also a stellar way to approach sharing your financial institution’s vision and story. And here to offer her [...]

All or nothing? Not anymore.

All or nothing? Not anymore.

Because most banks and credit unions are still running on legacy technology, they are more than a little reluctant to give maintenance capabilities to all employees. Why? Because when they open up access, it’s [...]

How to humanize your staff in a digital world with Katie Woods

How to humanize your staff in a digital world with Katie Woods

Relationships take work. But take away in-person interaction and digitize, well, everything, and you’ve got yourself a whole new mountain to move when it comes to winning (and keeping) the hearts of your members [...]

The power of predictive analytics with Andy Rosmeissl

The power of predictive analytics with Andy Rosmeissl

Want to predict the future? Banks and credit unions incorporating the right kind of predictive analytics can do precisely that, and the potential benefits are enormous. This week, on CRMNEXT’s Banking on Experience, Andy [...]

Being a more human leader with Mike Miller of CRMNEXT

Being a more human leader with Mike Miller of CRMNEXT

Being human. Sounds pretty basic, right? Like, back to the days of the cave-man basic. But, too often in business, the emphasis is put on everything but being human. And this week, on Banking on [...]

Everyday financial education and planning with Anders Jones

Everyday financial education and planning with Anders Jones

Let’s get fit…financially fit that is. Doctors building relationships of trust = healthier patients. And Financial Institutions building relationships of trust with customers and members = serious financial wellness. This week on CRMNEXT’s Banking [...]

The human connection

The human connection

As we blink in the sunlight of the pandemic’s aftermath, the question is: can we go back to normal? It’s a fair question, one I think we’ve all pondered at some point, [...]

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 [...]