Author Archives: Claire Maxwell

Getting Back to Growth

For many financial institutions, 2020 was a year of rapid growth. The Paycheck Protection Program brought...

CRM Requirements for 2021 have Changed – is Your Institution Ready?

Although many people think of CRM as just a technology, it is so much more...

The Keys to a Successful CRM in 2021

The term “CRM” doesn’t always conjure up good memories for community banks. You’ve probably heard...

7 Email Marketing Best Practices to Live by in 2021

Email marketing is here to stay The very first email marketing campaign was sent to...

How to Take Control of Your Data Problem in 2021

“We know our data is valuable, but…” Financial institutions have more data on their customers...

It’s Time for Community Banks to Get Serious About AI

To many, Artificial Intelligence (AI) seems complex and unattainable. What is it really, and why...

How to Optimize Your Branches for the Digital Age

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PPP: Lessons Learned and What’s Next

3,700 community banks became Small Business Administration (SBA) lenders almost overnight to support the Paycheck...