Community Bank Document Management Marketing Automation 
Independent Banker
FEBRUARY 28, 2022
Kathy Strasser of IncredibleBank is evaluating marketing campaign management platforms. Customized, well-thought-out interactions—especially in the online banking space—are integral to wooing new customers and retaining existing ones. MainStreet Bank in Fairfax, Va., Photo by Janimal Photography. By Katie Kuehner-Hebert.
Gonzobanker
JUNE 26, 2019
Sales and pipeline management has been the bread and butter of CRM, but setting it up in an integrated and user-friendly way has been grossly oversimplified. Paducha Bank warrants mention for its redesign and standardization of a new sales process. Sales & Referrals. The success rate of referrals increased from 17% to 33%.
Expert insights. Personalized for you.
136 
Let's personalize your content