Name: Getting CRM Right: Practical Lessons from Bankers
Uploaded: 2026-06-04T22:13:34+00:00

Community financial institutions are approaching 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.

Watch now to learn:

Why these banking leaders made CRM a strategic priority
How CRM is helping their institutions strengthen customer relationships and improve visibility
What they want peers to know before getting started
How they measure CRM’s impact on pipeline growth, referrals, and other key metrics

Getting CRM Right

Practical Lessons from Bankers

Watch now to learn:

Join the Navanta Navigators Brief

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Getting CRM Right Starts with How Bankers Actually Work

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