Hosted by American Banker
Watch the customer engagement leaders and trendsetters, Copperfin Credit Union and Westminster Savings Credit Union discuss their journeys to CRM (customer relationship management) success. You’ll learn the strategic imperatives behind their selection of CRM, tips and tricks for enterprise-wide adoption, and how the solution contributes to a more personal advisory experience for their customers across all the touchpoints that make up the modern banking experience.
You’ll also discover why CRM has been central to the broader CX (customer experience) and digitization journey of our customers – the role it plays in the organization, and how it is vital to getting that single view of the customer for better customer engagement and service.
Topics of the discussion include:
VP Sales and
Copperfin Credit Union
Westminster Savings Credit Union
Senior Vice President,
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