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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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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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GonzoLender’s Top 5 Tips for Selecting a Loan Origination System

Gonzobanker

Let’s just get this out of the way right up front: most bankers rank going through a formal system selection process right up there with a trip to the dentist. So, having dispensed with the pleasantries we’ll move right along and in the spirit of Kramer, just say “Giddy Up!”. Online Applications and Borrower Portal.

System 102
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Finding the highest-value customers with digital: not as simple as it seems

Javelin Strategy & Research

Many digital and retail leaders are frustrated. What do I have to DO to get into the best digital customer relationships? In the mid 90’s when online banking was just gathering steam, industry leaders universally expected the payoff to be reduced customer service costs. they ask. “ is another one.

Austin 40
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10 Big and Small Ideas From Gartner and Money 20/20 – Recap

South State Correspondent

Our teams just returned from back-to-back weeks at the Gartner Symposium in Orlando and Money 20/20 in Las Vegas. Gartner focused on technology infrastructure, while Money 20/20 was around fintech and payments. Despite those challenges, we pulled out the top ten needle-moving ideas and ten smaller, exciting ideas to bring to your organization.