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Professional Banking CRM Services

Training

Given the always limited resources of community and regional banks and credit unions, SEDONA provides tailored installation, training, and ongoing support for its SEDONA CRM  and SEDONA MRM customer relationship management solutions. We will make sure CRM or MRM works for your bank or credit union.

Unlike our competitors, we also offer advanced training, which includes mapping training – instruction on how we integrate SEDONA CRM and SEDONA MRM with your bank’s or credit union's back-office core processing system. This advanced training can be done initially, as part of the implementation when you buy SEDONA CRM or SEDONA MRM. But we also offer it later, once your credit union or bank has been using SEDONA MRM or SEDONA CRM and has started collecting new data to be managed.

This is our way of giving credit unions and banks who want it – and who have the people to use it – more control over the technical aspects of SEDONA CRM or SEDONA MRM.

Our principal staff has more than 100 years of combined financial services experience. We know how to put SEDONA CRM or SEDONA MRM to work for you. And we know how to give you the training you need to use it well. Contact SEDONA for more details.