Volume 1, Issue 1 | July, 2008- August 2008
CRM/Sales Force Automation Ranks High Among Technology Purchases
Every year, financial institutions across the country budget millions of dollars to implement technology solutions designed to help them be more successful. However, with declining economic conditions, falling credit markets, competition and, not to mention, an ambiguous political year, you might think community financial institutions would be cutting back on technology purchases. In fact, the opposite appears to be the case. This is evident from the recent 15th Bank Executive Survey posted by Grant Thornton. It states that 66% of banking executives expect an increase in technology expenditures. Obviously, having the technology in place to overcome the challenges that community financial institutions face is imperative. With that being said, one of the most important technology purchases being considered by many community financial institutions is a Client Relationship Management/Sales Force Automation software solution. read more
Is your Financial Institution Ready for CRM?
Much is being written about
sales culture development in the banking industry and the need for CRM
to achieve that goal. In order for any community financial
institution to enhance their market leadership, they need a better
understanding and analysis of banking transactions, client behaviors
and preferences, as well as a full 360-degree view of their
relationships with their valued clients. The right CRM/Sales Force
Automation (SFA) solution will enable the FI to optimize its products
and services to better meet their clients' needs while increasing client
and shareholder value.
Evaluating and selecting a CRM solution among so many client
relationship management vendors is a challenge. There are many
ways to make a bad decision and only a few ways to make a good one.
read more
New
Clients in 2008
Citizens National Bank of Meridian
Thurston First Bank
Liberty Savings Bank
Tompkins Trust Company
The Bank of Castile
The Mahopac National Bank
Stearns Bank
Stearns Bank Upsala
Stearns Bank Holdingford
First American Bank & Trust Company
Great Falls Teachers FCU
Community Trust Bank of Texas
BancoBuena Ventura
American National Bank
Community Bank & Trust
Upcoming
Events
NAFCU 41st Annual Conference & Exhibition
July 8-12
San Diego, CA
ABA National De Novo Banking
Forum
July 13-15
Washington, D.C.
CUNA Technology Council Summit
July 30-August 2
Williamsburg, VA
WIB Business Development & Sales Growth Forum
Sept. 9-10
San Franscisco
FURST Annual Conference
Sept. 18-20
Orlando, FL
2008 CoreTrac, Inc.
8200 N Mopac,
Suite 280 Austin,
Texas 78759
512.236.9120 option 2
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