Category Archives: Banking Insight

Retention Best Practices for your Sustainable Growth Strategy

Retention Best Practices for your Sustainable Growth Strategy

Welcome back to our series on sustainable growth, crafted to help financial institutions discover how to achieve lasting growth beyond the wins of 2020. In our previous series articles, we introduced our holistic approach and discussed how acquiring the right kind of customers affects everything else.
Customer acquisition is only one piece of a greater sustainable growth engine. While acquisition is necessary for growth, financial institutions must also focus on retaining these new customers.

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

CRM Requirements Have Changed

Although many people think of CRM as just a technology, it is so much more than that. CRM technology without CRM strategy will never be successful.  With 2020’s unprecedented changes in customer behavior, accelerated digital evolution, and ever-present data problems, it’s no surprise that in 2021 CRM strategy and the technical requirements to implement them…