The Silverline BlogExpert Salesforce tips & tricks, articles and musings. Sprinkled with fun.

Using Your CRM to Maximize Your Relationships

Banking

Pam Hannett, Banking & Wealth Management Practice Director at Silverline, recently appeared on a BankOnPurpose webinar hosted by PrecisionLender to discuss Using Your CRM to Maximize Your Relationships. 

Check out the webinar today!


Banks must take advantage of every opportunity to engage with their customers. Leading banks are using Salesforce to deepen relationships with existing customers as well as grow through customer acquisition. Salesforce can keep your institution agile, connect 1-to-1 with customers, and expand your business by acquiring and keeping customers.

In this webinar, Pam Hannett discusses how banks are using Salesforce and Banker360 to deliver a competitive advantage through cutting-edge technology.

Key Takeaways

  1. How to remove inefficiencies from typical sales, service, and operational activities
  2. How to drive action through analytics
  3. How to collaborate quickly across multiple lines of business to convert more leads and provide a world-class customer experience

Want to learn more about Banker360 and how we are accelerating the industry? Contact us today!

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