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CRM Requirements Have Changed
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 [...]

11
Feb
The Keys to a Successful CRM in 2021
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 [...]

07
Jan
7 Email Marketing Best Practices to Live By
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 [...]

03
Jan
How to Take Control of your Data Problem in 2021
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 [...]

09
Nov
It's Time for Community Banks to Get Serious About AI
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 [...]

05
Oct
How to Optimize Your Branches for the Digital Age
How to Optimize Your Branches for the Digital Age

[...]

03
Sep
Small business owner affected by COVID opening up again after PPP
PPP: Lessons Learned and What’s Next

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

30
Jul
E-Book: The 5 Foundations of a Modern Sales and Marketing Platform

Claim your free e-book and learn the keys to SUSTAINABLE growth today! [...]

23
Jun
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Recent Posts
  • 11
    Feb
    CRM Requirements for 2021 have Changed – is Your Institution Ready?
  • 07
    Jan
    The Keys to a Successful CRM in 2021
  • 03
    Jan
    7 Email Marketing Best Practices to Live by in 2021
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