Independent Banker

FEBRUARY 28, 2023

In addition, many marketers don’t have tools for capturing customer information themselves. They may not have customer relationship management (CRM) software, which can store customer data and handle tasks like segmenting customers and tracking leads. There could be other factors at play beyond the technical.

Community Bank 129

Community Bank Community Marketing Data 129

FICO

DECEMBER 15, 2020

Duguid before the end of June 2021, I believe the court will not only provide some clarity on what an ATDS is but, in doing so, will further facilitate the use by banks and other businesses of legitimate, non-marketing automated or prerecorded voice and text messages to the mobile phones of customers who have the provided requisite consent.

Policies 52

Policies Washington DC Regulation 52

Gonzobanker

DECEMBER 19, 2017

Heavy-handed regulators. 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.

Conference 91

Conference Industry Community Bank Community 91