Customer Experience Innovation Marketing Automation social media 
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.
William Mills
APRIL 27, 2017
ALL LENDERS whether banks, credit unions or independent mortgage bankers MUST step up their customer experience and reduce costs with new technology from companies like BeSmartee. Again, another great UI show how a loan officer can work faster creating a better customer experience. 12:28 pm Infocorp. CapsilonCorp.
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