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SRM Perspectives on Key Industry Trends

Tips for the Tech-Focused Financial Institution

Posted by Paul Davis on Jul 19, 2023 11:07:00 AM

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This year is proving to be pivotal for tech-focused banks and credit unions.

Real-time payments will get a shot in the arm from FedNow’s debut, while Banking-as-a-Service (BaaS) is plugging more fintechs into mainstream financial services. Still, the failures of Silicon Valley Bank and Signature Bank created challenges for some early-stage companies.

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Topics: Fintech, Vendor Contract Negotiation, Bank Vendor Management, Credit Union Vendor Management, Banking-as-a-Service, Real-time payments, Venture Capital

Harnessing CRM to Deliver Sustained Success

Posted by Simon Rose on Jul 6, 2023 11:19:00 AM

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The concept of Customer Relationship Management (CRM) dates back centuries – even if the “database” resided in a shopkeeper’s memory or, at best, a handwritten ledger. It wasn’t until the 1980s that modern marketing techniques sought to harness growing computing power, turning CRM into a multi-billion-dollar industry.

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Topics: Vendor Contract Negotiation, Benchmarking, Bank Vendor Management, Credit Union Vendor Management, Data Analysis, CRM, Customer Relationship Management

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