The Rise of Intelligent CRM in Banking


In the post-pandemic world, many banking relationships will become entirely digital. Instead of handshakes in branches, financial marketers will have to leverage a massive data trail of digital footprints to grow. What tools, technologies and data management solutions do you need to make the shift?

The Rise of Intelligent CRM in Banking Report CoverDownload this executive-level study from Bottomline examining the critical role of intelligent CRM tools when building digital relationships.

What You’ll Learn:

  • What you need to do to improve CX and drive growth
  • The challenges of sharing data and obtaining a full view of customers
  • The looming ‘engagement gap’ facing smaller banks and credit unions
  • Applying personalization at scale

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