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What CRM Do Banks Use?
Picking a bank CRM that provides strategic value within each department is vital to CRM vendor selection.
Karl Keller
Oct 19, 20212 min read
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Convert PPP Loan Applications into Lifelong Customers
Here are 4 important steps to converting PPP loan applicants into lifelong banking customers.
Karl Keller
Oct 19, 20213 min read
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The Power of a Phone Call
Will a phone call be the start of your next customer success story? Calling a customer for a simple reason opens the door to opportunity....
Karl Keller
Oct 19, 20212 min read
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Send Your Customer a Bank Issued Check for their First Remote Deposit Transaction
Community banks can provide value and increase loyalty by proactively calling customers who have yet to try remote deposit capture.
Karl Keller
Oct 19, 20212 min read
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Proactively Connect With Your Customers During a Crisis
Community banks are missing out on a great opportunity to connect and build customer rapport during this crisis.
Karl Keller
Oct 19, 20212 min read
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Two Words To Make A Teller Referral
Grow your bank with Teller Referrals
Karl Keller
Oct 19, 20212 min read
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