Magnifi Financial Customer Spotlight

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.

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Cultivating Leads, Loyalty, and Lifelong Customers with a Bank-Focused CRM

Combined with the right strategy and process, a CRM enables banks and credit unions to connect the dots throughout the entire customer lifecycle. With these insights, banks and credit unions can customize messaging, continually recommend the next best product for the individual, and foster long-term loyalty.

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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.

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