In a recent survey by Jack Henry, 100 FI CEOs shared their organization’s overall goals for the coming years. Unsurprisingly loan growth topped the list, followed closely by optimization of operational efficiencies and the addition of more and faster digital products and services, including better ways to deposit checks and get banking done on the go.
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.
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 you’re looking for that perfect holiday gift, you likely won’t find it here. But! This should, at the very least, make you laugh.
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.
This week, CRMNEXT’s Banking on Experience teams up with The Strategic Hotbox podcast and its fantastic host, Dr. Brandi Stankovic (COO and Chief Strategy Officer of CU Solutions Group) for a takeover episode that puts mental health front and center.