CRM success is based more on culture than technology, together they’re a framework for how your bank or credit union engages, serves, and grows. Yet many banks and credit unions discover their CRM doesn’t live up to expectations. The problem often isn’t the system itself, it’s how it’s planned, implemented, and adopted. 

In this webinar, you’ll learn how to develop a CRM strategy that reflects the priorities of executives, department leaders, and frontline staff.. You’ll learn valuable insights to help you:

• - Define your goals, clarify ownership, and align across departments
• - Build the system to serve real users with workflows that work
• - Make CRM actionable and accountable across marketing, retail, and leadership

Whether you’re implementing CRM for the first time or rethinking an underused system, this session will give you the structure to align leadership, empower users, and realize the full impact of your CRM investment.