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 [...]

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! [...]