Capital Customer Experience Innovation Marketing Automation 
Independent Banker
FEBRUARY 28, 2023
First-party data for targeted marketing campaigns Community banks can use their first-party data to upsell and cross-sell to existing customers with highly relevant messages. They may not have customer relationship management (CRM) software, which can store customer data and handle tasks like segmenting customers and tracking leads.
Cisco
MAY 5, 2021
Before 2020, traditional financial enterprises were already focusing on digital transformation initiatives—both as an effort to improve customer experiences and a need to adapt to survive. Meeting customers where they are has been a common phrase and goal that customers share with us. Futureproof your CX strategy.
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