Trust. It’s the foundation of, well, pretty much everything when it comes to relationships, including those between an FI and its members or customers. So, we were thrilled to sit down and learn from one of the world’s greatest experts on creating high trust in a high-tech world. Todd Duncan is a Best-Selling Author, a Sales Entrepreneur with 5 million clients world-wide, and our honored guest this week on CRMNEXT’s Banking on Experience podcast.
Do you find the world of trading a touch intimidating? Enthralling? Completely foreign but still a little fascinating? If capital investment piques your interest at all—and perhaps it should—this is the Banking on Experience podcast episode for you!
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.
This week is a big one for CRMNEXT’s Banking on Experience podcast, as we are celebrating our—drum roll please—100th Episode!
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.
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.
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.
Financial institutions too often rely on antiquated lead management. Bring your system into the 21st century with this solution, and never lose another lead.