We selected and implemented a customer relationship management system. Yes, we had to execute on all of those ideas and processes we write, speak and consult about.[Read more]
Customer relationship management has become the banking industry’s big family vacation. Nobody can agree on where to go, the frustrating topic is habitually postponed, and, in the end, nobody goes anywhere.[Read more]
Complex deals and standardized playbooks are top of mind for banking executives exploring their M&A opportunities in the year ahead.[Read more]