Why Digital Transformation Is Much More than a Single Technology or TrendWhat is digital transformation? It's so much more than just a single technology, more than a catchphrase or a trend. It is your journey from siloed to connected, from analog to digital. The destination takes you from uncertainty and inefficiency to determination and growth. Digital transformation is leveraging advanced technologies thoughtfully to optimize operations. Your …
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4 Ways a Bank Can Use CRM as a Sales ToolThe right CRM system for your bank should allow you to see a complete view of the customer across all departments. This could include bank, residential mortgage, commercial, and wealth management relationships. While a CRM system is great at giving you quick access to data and analytics, it can also be used to drive sales. …
Crowe Banking Industry Expert Tom Grottke Shares Valuable Insights in Three-Part Interview SeriesThe Crowe CRM team is dedicated to helping businesses streamline operations and improve performance, and in recent months we have put a special focus on CRM technology for the banking industry. I had the chance to sit down with Tom Grottke, my colleague here at Crowe, to help me gain greater insight into this sector …
Three Market Trends Creating a Perfect Storm Around Digital TransformationI feel three important and influential trends driving digital transformation for businesses across all industries are customer engagement, process automation and analytics. These aren’t new trends by any means, but I feel like the business environment, the technology and the business wherewithal to adopt new technology is coming together at the right time. These trends …
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How Dynamics 365 Can Help Your Reps Become Super SellersYour sales reps want to sell. Plain and simple. So, you need to provide them with the tools they need to be successful. It will keep them productive and happy, and it will benefit your business. Without the right technology and processes, your team will have great difficulty meeting the hurdles of selling in a …
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Who Gets Credit When Bank Staff Rotates Branches During Pandemic?Who gets the credit when a customer walks into a bank branch and opens an account? The answer should be the person associated with that customer in the bank's CRM system. Many banks have branches within the same geographical area. To the customer, they are all the same. They can walk into one branch on …
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Using CRM To Track and Motivate Referral Superstars at Your BankWho are the superstars within your bank? Not just the sales representatives that process the most sales transactions, but the people who engage with customers and prospects through proactive outreach. Who are the people that uncover the hidden opportunities that lead to referrals and ultimately new product sales? Unfortunately, you will never know if you …
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3 Real Examples of Microsoft Dynamics 365 Field Service SuccessIf your organization provides service, empowering your mobile workforce with the right tools can spell success in the form of customer loyalty and repeat business. With the right systems in place, your workforce can be dispatched sooner, solve problems faster, and close work orders more efficiently. Microsoft Dynamics 365 Field Service is a field service …
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The Easier Way For Banks To Handle Data Security While Working RemotelyWhen you think of an industry that could “never” allow working from home, banking would be at the top of the list. There are too many security issues involved. Banking systems have social security numbers, account balances, mortgage details. Everything you wouldn’t want to fall into the wrong hands. Last year very few banks had …
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How Banks Can Overcome Roadblocks to Generating Internal ReferralsBanks thrive on referrals. Not just from existing customers, but from internal referrals between departments and staff. For example, the bank teller referring a customer that made a large deposit to an investment advisor. Or the wealth management department referring a fixed-rate mortgage based on lower rates the bank is offering customers with high credit …
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