Digital Banking Management Marketing Automation Taxes 
Gonzobanker
MAY 14, 2018
Even safe deposit boxes might go away with digital documents,” he said. Banks should engage customers digitally and write about “helping customers with their taxes or something [valuable]… earning the right to promote.” 360View CRM was also back with a massive booth and entourage talking up its new product.
Gonzobanker
DECEMBER 19, 2017
Endless CRM and data management projects that shook our foundations and gutted our PMOs. The Just Kidding About the Whole Bank Thing Award – Goes to Fintech darling SoFI , whose management shakeup amid “behavioral issues” shifted the legal efforts from charter application to lawsuit and damage control. Payments chaos.
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