Arkatechture’s Post

💸 As smaller banks and credit unions increasingly recognize the need for a 360-degree view of their customers or members, CRMs are becoming a crucial part of their strategy. No longer a pie-in-the-sky dream, CRMs now offer practical, powerful tools to enhance member relationships, drive engagement, and optimize operations. 💡 With the right CRM, financial institutions can gain comprehensive insights into member behavior, preferences, and needs. This holistic view enables personalized interactions, better service, and improved member satisfaction. 🤝 BUT the insights you can pull from that CRM are only as good as the underlying quality of the member data that feeds into it. That is where an integrated partnership between where you keep your member data (such as a business-conformed cloud-driven ELT data lakehouse wink wink 😉 ) and the CRM that your front-line staff is using is the secret ingredient to a truly successful Member 360 view.

Great post on the challenges of data collection for supporting analytics and AI use cases. Like many “operational” tools CRM are good at supporting processes and enabling some managers to track some % of activities, but user generated data in tools where the user isn’t invested in the analytical outcomes is inherently going to be incomplete or unreliable. Passive sources, such as email and chat networks/behaviours and tools that gather information from multiple sources directly and show real value to users of participating in enriching that data, are going to produce the most reliable and useful data sets for commercial use cases of AI tools.

🤖 This is a HUGE WIN for #singlesourceoftruth thinking! When we talk about a single source of truth, it should extend from the data on the back end to the member 360 that we are collecting together in our #CRM solution. Proactive strategic planning depends on taking the data that you have and knowing what to do with it next. Tyler Schneider is one of the strongest advocates I know for what it means to actually practically build a data-driven culture and I am excited to sign up to hear more about this partnership with Solutions Metrix! #credituniondifference #creditunion #dataquality #CustomerRelationshipManagement #datadriven #CUdifference

An integrated partnership between where you keep your member data and the CRM that your front-line staff is using is the secret ingredient to a truly successful member 360 view, and a crucial part of your credit union's strategy. Check out the full on-demand webinar here: https://lnkd.in/erJvmq_x #CRM #datastrategy #creditunions #datadriven #Member360view

Need help with client data management? CentraHub CRM is the answer to all your Client Relationship management challenges. Say goodbye to missed appointments and lost opportunities! Know More: https://lnkd.in/gc5vifzT #centrahub #crmsoftware #crm #professionalservices #clientmanagement #crmplatform #businessexcellence

Discover the true power of CRM automation for the financial industry – join our webinar with Sandbox Banking on June 25 to see how banks and credit unions can revolutionize their operations. During this online session, you'll learn: ☑ how to streamline workflows and boost productivity for banking employees ☑ how CRMs can provide in-depth account holder intelligence and enable fully personalized marketing campaigns ☑ how a no-code powered CRM platform helps optimize marketing, sales, and service processes Register now to secure your spot: https://lnkd.in/dVByK9nc #Creatio #workflowautomation #CRM #finserv

Need help with client data management? CentraHub CRM is the answer to all your Client Relationship management challenges. Say goodbye to missed appointments and lost opportunities! Discover More: https://lnkd.in/gc5vifzT #centrahub #crmsoftware #crm #professionalservices #clientmanagement #crmplatform #businessexcellence

Are your client facing teams able to get a true aggregated picture of their clients? Would you like to have the ability to easily turn prospects into a relationships, without the need to rekey critical information? The CRM is intended to support our ability to cultivate relationships. Many firms struggle with fully integrating and maximizing their use of a CRM platform. I think you will find the article by Mike Tropeano helpful to understand what can be accomplished and steps to take to migrate your platform.

CRM Analytics helps bankers spend less time searching for data and more time serving their clients. See it in action and learn more about its benefits here. https://bit.ly/3Pztkfr #salesforce #salesforceconsultant #salesforcedeveloper #salesforcepartner #financialservices #fintech #banking #analytics

“I wish it were just as easy as finding the right vendor and going with them, but it’s not.” Discover these best practices for #Banks to identify the ideal #CRM to align their interactions with customers and track relationships across the entire lifecycle. CDW experts can help you integrate your CRM with other #FinTech. PM me!