A new banking system goes live, and at first, everything seems fine. Screens open quickly, work moves smoothly, and connections work the way people expect. On the surface, the system looks completely ready. But after a few weeks, something starts feeling off. Some...
Every community bank in America will most likely have a CRM platform that is actively maintained and regularly used by relationship managers. Yet, Loan officers still go into renewal conversations without knowing a customer’s full activity history. Deposit...
Any banking executive sitting in a technology review meeting has the same thing running through his/her mind: the slides look promising, the vendor demo runs perfectly, and the ROI projections (although aggressive) seem achievable. But, 18 months later, there has been...
During a pipeline review, the sales team witnesses a $15,000 deal labeled “Waiting on CFO Approval” in the CRM system. But they quickly move on to the next opportunity without further discussion or follow-up. No one evaluates whether other deals are stalled for the...
Creatio does an excellent job capturing activities, deals, contacts, and pipeline movement, and records every step of the sales journey with accuracy. Although sales teams have more data than ever, they still struggle to make confident decisions. Many feel unsure when...
