What is CRM in banking? : Martin Gessner

What is CRM in banking?
by: Martin Gessner
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In banking, CRM helps banks manage their relationships with existing clients as well as attract new ones by focusing on key issues such as customer retention and acquisition strategies. For example, one of the most important aspects of CRM for bankers is capturing information about current accounts so that they can offer better-informed advice and personalized products to these customers in the future. This means building up an extensive knowledge base about individual

The post Blog first appeared on focusonforce.com.
August 30, 2021 at 12:10PM
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