A lot of folks try to run digital marketing out of their core system. It almost never works. To do the things you want to do, CRM has to be a part of your tech stack.

An effective tech stack is one major reason FinTechs are eating deep into business that should go to banks and credit unions. It doesn't have to be that way.

In this episode, I talk about:

• Stats that show why you need a CRM
• The 3 pillars that underscore our core promise at CRMNEXT
• How to use data organization to drive growth

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