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Microsoft Dynamics 365 experts providing comparisons and opinions to professionals in the CRM selection process since 2009

 
 

Posts Tagged ‘Crowe CRM for Banking’

7 Ways The Right CRM Helps You Serve Your Banking Customers Better

The old adage about a bird in the hand being worth two in the bush rings true when you’re talking about nurturing existing client relationships. It’s less expensive and more efficient to cultivate the customers you already have while your marketing department helps you find new ones. This is especially true for retail banks and […]

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Successful Banks Save Money by Bringing Marketing and Sales Together

When your sales team and your marketing team operate independently, managing leads and customers will be slower and cost more. CRM systems are no longer just for retail or business verticals, banks have the same need to manage customers. Implementing a CRM system for the banking industry is critical to serving your customers at every point […]

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Three Interviews with Banking Industry Expert on Challenges, Trends and Technology

In recent weeks, we've spent time picking the brain of banking industry expert Tom Grottke, a highly regarded performance improvement consultant on the Crowe team. It was good to hear his take on the present and future state of the banking industry and the role of CRM software. Tom explained what he sees as the […]

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How Banks and Lenders Can Grow Business By Knowing Customers in the Age of Social Distancing

In this time of social distancing and working remotely, the technology you choose and use to stay close and up to date with your customers is more important than ever. How do you get a complete view of your customers when you can’t meet with them in person? Having a full-function CRM (Customer Relationship Management) […]

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The Tool Every Retail Banker Should Use To Serve Customers

There’s a tool owned by everyone from school children to executives. We’d like to make the case that retail bank employees can up their game and add value for their customers by using it for every interaction. What is this amazing tool? It’s your tablet. Picture this: A customer visits your bank branch for the […]

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12 Reasons Banks Should Evaluate Crowe CRM for Banking, Especially Now

I had intended to write about the 11 reasons banks should consider Crowe CRM for Banking. Then the pandemic hit and reason number 12 quickly became evident. Crowe CRM for Banking powered by Microsoft Dynamics 365 empowers bank staff with the tools and information they need to efficiently deliver high-quality, personalized service - for all […]

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4 Ways the Right CRM System Can Help Banks Attract New Core Deposits

The number one strategic issue Crowe sees with our community and regional bank clients across the entire United States is attracting new core deposits. Core deposits that are low cost and sticky. So how do we grow core deposits and cross-sell to established customers? Build Social Networks Relationships still matter, we consistently observe that strong, […]

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Crowe CRM for Banking – Know Your Customers and Grow Your Business

With a bank on every corner, and even in supermarkets, smart bankers are looking for ways to earn customers, increase revenue, scale down expenses, and remain competitive. Making wise use of technology is a good way to achieve these objectives. Microsoft Dynamics has long been at the forefront of ERP (Enterprise Resource Planning) and CRM […]

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4 Important CRM Dashboards Every Banker Needs

Our goal is to help banks make better decisions, streamline operations, manage data and information more effectively, and ultimately build a better bottom line. After working with 1,800 financial services organizations across the country, including more than two-thirds of the top 100 U.S. banks we know they all want fast, efficient access to data. Based on […]

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Does Your CRM System Allow You to Treat Your High Value Customers as Highly Valued?

The evaluation of customers is an important part of any business.  For decades banks have been analyzing customer data trying to determine which customers are the most “valuable.”  Many different systems have been used over the years, each with their pros and cons. Here are some examples: A, B, C subjective ranking where people inside […]

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