January 27, 2021

THE FINANCIAL BRAND

Digital banking

Closing the Gap in Banking Between the Desire and Ability to Personalize

Our new report ‘The Rise of Intelligent CRM in Banking’ revealed that 84% of financial institutions surveyed are prioritizing and investing in relationship management tools. There has never been a more critical time to deliver personalized engagement. Marc Salinas, Vice President of Solutions Consulting, reviews the state of CRM and data management tools in banking, highlighting tools that institutions can use to provide their clients with a competitive, frictionless, and consultative engagement experience.

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