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Banking’s CRM Conquerors

Gonzobanker

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. More importantly, the team designed how a new opportunity will convert from a frontline referral to a well-managed lead pipeline within the same platform. Sales & Referrals.

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Financial Policy Predictions 2021: Meaningful Changes Ahead

FICO

Since the FCC’s 2015 broad definition of Automatic Telephone Dialing System (ATDS) was struck down by the DC Court of Appeals, a steady stream of class action lawsuits have resulted in a number of conflicting decisions and a split among the courts. Focus will be placed on corporate governance as it relates to managing AI development and use.

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Finding Business Success Through Customer Engagement

FICO

This highlights an opportunity that exists for credit unions and smaller lenders in the market to use technology to level the playing field. While this is a simple definition, he is dead right. Similarly, Greenberg shared a case study involving a major European bank and management consultants McKinsey.

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Finding Business Success Through Customer Engagement

FICO

This highlights an opportunity that exists for credit unions and smaller lenders in the market to use technology to level the playing field. While this is a simple definition, he is dead right. Similarly, Greenberg shared a case study involving a major European bank and management consultants McKinsey.

article thumbnail

Finding Business Success Through Customer Engagement

FICO

This highlights an opportunity that exists for credit unions and smaller lenders in the market to use technology to level the playing field. While this is a simple definition, he is dead right. Similarly, Greenberg shared a case study involving a major European bank and management consultants McKinsey.