Banking crm Archives - Businessnext US

How Magnifi Financial Drove 19% More Referrals and Nearly 100% CRM Adoption

See how Magnifi Financial boosted efficiency and member satisfaction with BusinessNext's CRM solution designed for banks and credit unions.

The Fast Track to Actionable Insights: How Credit Unions and Banks Can Find Immediate Value in Their Data

Unlock immediate insights and rapid growth for your bank or credit union with innovative CRM solutions. Learn how to combat customer attrition, maximize existing relationships, and boost profits without costly, time-consuming upgrades.

Credit Union and Bank employee talent attrition

How Operational Inefficiencies Impact Bank and Credit Union Talent Recruitment and Retention

Many community banks and credit unions still operate with legacy systems and antiquated processes that can no longer keep pace with today’s demanding consumers and fast-paced environment.

Unlock Growth Opportunities: 4 Ways Banks and Credit Unions Can Benefit from a CRM Strategy

A CRM is a valuable tool that enables banks and credit unions to break down silos and offer a full view of the customer or member across the entire organization and all channels. This can help banks and credit unions improve relationships, grow accounts, increase loyalty, and enhance the overall experience.

Revolutionizing the Credit Union Call Center: How to Go from a Service to a Sales Model

Contact Centers can easily become reactive, resulting in a subpar member experience. However, a contact center doesn't need to be a bottleneck. It can instead become a secret weapon for improving member experiences and driving growth.

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