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How FIs Can Solve the Complexities of Relationship Management?
If financial services companies are serving an average of 600 customers per employee, is there an opportunity to improve that?
“Absolutely,” says Joe Salesky, CEO of the popular financials services CRM platform, CRMNEXT.
Our latest podcast explores a little internet and tech history (did you know Joe helped build the first web videoconferencing solution nearly 25 years ago?), a fascinating discussion on the evolution of CRM solutions, and what principals can lead banks and credit unions to true digital transformation.
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By Hunter Young
5
44 ratings
If financial services companies are serving an average of 600 customers per employee, is there an opportunity to improve that?
“Absolutely,” says Joe Salesky, CEO of the popular financials services CRM platform, CRMNEXT.
Our latest podcast explores a little internet and tech history (did you know Joe helped build the first web videoconferencing solution nearly 25 years ago?), a fascinating discussion on the evolution of CRM solutions, and what principals can lead banks and credit unions to true digital transformation.