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The Holy Quest for CRM in Anytown, USA

Gonzobanker

When Calvin DoRight founded the bank in 1948, delivering exceptional customer service was his dream. It’s time we embark on a journey to modernize and invest in a powerful customer relationship management system!” You see, several of these good-hearted bankers had fallen under the influence of Gerald A. Thomas proclaimed.

System 134
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The top lending & credit risk blogs of the year

Abrigo

As 2023 winds down, community banks and credit unions have worked hard to attract new customers and members and retain existing ones by streamlining processes and improving the end-user experience. But the benefits of automation are a key part of the customer experience.

Lending 221
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2021 GonzoBanker Awards

Gonzobanker

It accelerated the customer move to digital and the employees’ move to some kind of work-at-home arrangement, at least in part. We know the customer buying and use of financial services is being fundamentally changed by fintech, but our long-term strategies to invest/partner/buy/compete are very much works in progress. Doug Larson.

Fintech 143
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2020 GonzoBanker Awards

Gonzobanker

Bankers started the year with good business plans, strong balance sheets, and optimism. By providing unprecedented loan relief and loan counseling/assistance for millions of their customers impacted by the pandemic. Even George Bailey would have given you the thumbs up. ” – Hunter Thompson. Everything.

Idaho 172
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Best Banking Books To Create The Modern Banker

South State Correspondent

Since many bankers likely have a self-improvement goal in their New Year’s resolutions, we wanted to put out our recommendations right from the start. To do this, we teamed up with Jack Hubbard, Managing Partner of the Modern Banker , to bring you our collective favorites. Heart Spoken , by Elizabeth Cottrell.

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The Sorry State of Contact Center Technology

Gonzobanker

Customers love digital self-service—right up until they don’t, and then they want a live person. In our work with banks and credit unions around the country, an unavoidable truth comes up again and again: Even the flashiest digital strategy falls flat without the backing of a strong contact center.

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CEO Roundtable: Ideas for a successful 2023

Independent Banker

Following some respite in 2022, community bankers are bracing for a tougher economic landscape ahead in 2023. One of the biggest challenges is simply navigating market uncertainty related to Federal Reserve policy and the direction of the economy. By Beth Mattson-Teig. If a recession does emerge, what will it look like?