- WEBINARS
Community financial institutions are approaching Customer Relationship Management (CRM) differently than they were even a few years ago. Whether CRM is brand new for your institution or something you’re reconsidering, this session gives you a chance to hear directly from bankers who’ve implemented it successfully.
Why attend:
Learn why these banking leaders made CRM a priority, how it is helping their organizations strengthen customer relationships and improve visibility, and which metrics they use to measure impact.
Presenter Information
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Bill Niebuhr, Jr.
CRM Administrator
Bill has worked at Bank of Sun Prairie for over a decade and has 20 years' banking management and systems administration experience, including CRM tools.
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Marty McGuire SVP
Director of Marketing
Marty leads marketing and CRM strategy for Mauch Chunk Trust Company, using data and collaboration to improve customer experience and performance.
