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Customer Relationship Management

We ensure institutions implement customer relationship management software in a way that adds strategic value with a vendor capable of executing on the vision.


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Competitive Advantage

Industry Best Practices

Development of area-specific use cases with best practices implemented in multiple high performing institutions.


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Technology Expertise

Insights into pros and cons of leading customer relationship vendors for sales, marketing, and enterprise solutions.

Proven Methodology

RFP development, demo facilitation and financial modeling to objectively select the right CRM vendor.

Cultural Adoption

Expertise working with executive management to create organizational changes that support a CRM platform.


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Banking’s CRM Conquerors

How mid-size banks and credit unions turn CRM into success


Banking on CRM: Dreamers, Naysayers and Conquerors

Will CRMs shed the “luxury good” label and become a key ancillary platform?


Team Needs for the CRM System Draft

Start tackling the tedious planning and use cases now and earn your way to becoming a CRM winner next season.