Strategies, Best Practices and Thought Leadership

7 Strategies for Achieving Balanced Loan Growth – Part 6

7 Strategies for Achieving Balanced Loan Growth – Part 6

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Onboarding & Minimizing Friction: How to Get Customers In and Then Stick. Over the last decade, tech giants like Amazon have disrupted every single industry, including banking. This has even prompted change within lending, with online lenders improving the...
How Credit Unions Can Compete with Member Business Lending

How Credit Unions Can Compete with Member Business Lending

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As I tell all my customers, I have been in the financial services space longer than I care to admit. After all these years of experience, I can say with confidence that the competition is the fiercest it has ever...
Customer Relationship Management: A Solution that Brings Benefits to Banking

Customer Relationship Management: A Solution that Brings Benefits to Banking

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What is Customer relationship management? Is about the customer or the software? The answer it’s both. Customer relationship management can be defined as the combination of practices, strategies, and technologies that banks use to manage and analyze customer...
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