Have you ever been afraid to take out a loan? Have you ever put experience ahead of price? Yeah, us too. It all comes back to that human element that drives everything, including the relationship between FIs and the people they serve. And we got to sit down for a chat with a true expert on the subject.
Don’t you hate having to wrap up a conversation mid-sentence when there’s still SO much more to say and learn?
Customer Relationship Management (CRM) systems centralize an organization’s key data. This helps optimize customer/member relationship management and aids in creating a seamless experience for employees as well as those they serve. To sum it up, it makes everyone happy — including you.
Let’s talk digital experience. Specifically—why is it so essential for the success of your financial institution? We’ve all got a general idea on how to answer that, but perhaps the details are a tiny bit fuzzy.
Reaching that younger K-12 audience is, in fact, the key to securing the future of the credit union movement. And making sure that your CU is driving positive change around DEI is paramount. We know this, of course. But… it can still seem a little daunting.
What do you do when you run into a brilliant, self-proclaimed “data geek” whose company is committed to helping CUs? You interview him! And you share some of that brilliance with your listeners.
If greater innovation is a goal at your CU, member service is no doubt the first place you’re aiming to tackle. But it can be tricky…The world’s changing every day, and people expect more. Period
It’s a pretty indisputable fact that CUInsight has found a home at the heart of the credit union community. And this week on CRMNEXT’s Banking on Experience, we’re honored to have CUInsight Co-Founder and host of The CUInsight Experience podcast, Randall Smith join us to share the story of this fantastic organization.
Joining us this week on CRMNEXT’s Banking on Experience is a true expert on the subject. Seth Brickman has worked with both Amazon and Microsoft, is a Veteran of the United States Navy, and is now CEO of QCash Financial. He brings a wealth of knowledge, and we’re excited for our listeners to get their ears on it.
May we humbly suggest you tune in this week to CRMNEXT’s Banking on Experience, as DEI advocate Dan Marquez (they/them), also known as Madam Nymphadora, share some incredible insight into how you and your financial institution can break down that fear and be part of positive change.