With many interactions moving online, understanding your customers has an all-new meaning.

The value of unified data goes beyond line of business alignment and cross-sell. It's now critical to providing a consistent experience and particularly for executing modern marketing campaigns. Arm your teams with a banking CRM built for them, and enable them to scale their engagement while bringing them closer to every customer.

Establishing primary ownership of the customer relationship gets more challenging as portfolios and customer expectations grow. Most demand more seamless and digital engagement and show a new openness to truly consultative virtual interactions. How well financial institutions identify and apply actionable insight from such rapidly evolving client behavior to understand and respond to these changes will play a key role in their ongoing growth and success.

This 90-second shows you what a true banking CRM solution looks like and how it can help you transform your customers' financial lives.

Why it matters

Over 50% of financial institutions say their relationship managers don't have what they need to proactively engage their customers.

Source: Bottomline Research 2020

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