03.18.26
Industry TrendWatch: Maximize your CRM and Elevate Customer Engagement
by: BISA Staff and Stathis-Mittel
A solid CRM strategy is crucial for any financial institution that wants to thrive in today’s competitive environment. In this episode of the BISA Industry TrendWatch series, presented by BISA and Ameriprise Financial in partnership with Stathis-Mittel, guests discuss strategies and best practices to enhance your customer relationships and grow your program by leveraging data and your CRM solution. Subjects include:
- Creating a single Source of Truth
- Leveraging AI for CRM optimization
- Data and the 360-degree client view
- Advisor adoption
This episode is recorded from a BISA-sponsored webinar where we were joined by Solomon Schmidt of KeyCorp and Brian Venn of California Credit Union, with cross-channel insights and commentary provided by Chris Melton from Ameriprise.