Banking on Growth
Banking on Growth is a podcast for bankers and financial advisors operating in community-based banks and credit unions. Throughout this podcast, we'll chat with financial industry professionals and thought leaders at the forefront of developing creative solutions to assist community banks in delivering financial advisory services to their clients with the goal of helping the institution grow. We'll examine the most recent industry developments, technology, and best practices for providing high-quality financial advice. Join us as we explore the world of investing through the community banking lens. Midwestern Securities is a member of FINRA/SIPC.
Banking on Growth
Unlocking CRM Potential: How Community Financial Institutions Can Enhance Customer Experience and Efficiency
Welcome to another insightful episode of the Banking on Growth podcast, hosted by Mike Graham, President of Midwestern Securities. In this episode, we dive deep into the transformative power of technology in community banking with our special guest, Sam Biardo, CEO of Technology Advisors.
Sam brings a wealth of expertise in consulting and software development, focusing on connecting bank core systems to Creatio—a low-code CRM platform tailored specifically for banks and credit unions. Together, Mike and Sam explore how CRMs can revolutionize processes like customer onboarding, referral management, marketing automation, and even predictive AI-powered tools like "next best offer" recommendations.
What’s Inside This Episode:
As the conversation unfolds, you'll gain valuable insights into:
- The role of CRMs in improving customer satisfaction and operational efficiency.
- AI-driven decision-making, including supervised learning models that analyze customer data to deliver personalized product suggestions.
- Customer journey mapping, a strategic approach to understanding and enhancing every step of a customer's experience with your financial institution.
- Referral tracking and management, ensuring seamless handoffs and timely follow-ups to maximize customer retention.
Whether you're a tech-savvy banker or someone new to the world of CRMs and AI, this episode offers practical advice and real-world examples that highlight how technology can help community financial institutions thrive in an increasingly competitive landscape. Tune in to learn how to create happier customers, build stronger relationships, and drive growth through innovation!
#BankingInnovation #FinancialGrowth
🎧 Listen now and join the conversation!
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Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry.
If your bank needs a team that can help, visit https://midwesternsecurities.com/.
Member FINRA/SIPC