Archive for tag: Banking CRMs

How CRM Technology Can Change the Way Banks Do Business

September 9, 2013

By Joel Boniske – CPA Customer relationship management (CRM) is one of the most important phrases in the banking industry – or at least it should be. In today’s banking world these words should be linked with the following phrase: “Gain a competitive advantage by identifying, attracting and retaining profitable clients.” Banks today are still […]

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