The Purposeful Banker

The Dos and Don'ts of Implemention


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Before the ink has even dried on the contract, you may already be dreading implementing the new tool or system your bank has purchased. It doesn't have to be that way, though.

In this week's podcast, Jim Young talks to Jess Stone, PrecisionLender's Director of Client Success, about lessons learned - both good and bad - during countless implementations. It's a chance to see why we do what we do, but also to learn some do's and don'ts that you can apply to any future software implementation at your bank.

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