The concept of customer relationship management is not a new one to you as a commercial banking organization. After all, your business is built on relationships. But what was once a simple savings account that led to a mortgage is now far more complex. Today, a methodical, strategic plan coupled with flexible CRM technology is required to secure maximum share of your client’s wallet.
In this business paper, we will explore this new era of customer relations, the specific best practices to implement and tips for evaluating supporting CRM software applications. You’ll learn how to begin building relationships you can bank on.