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Whitepapers

We invite you to take a look through the whitepapers that SEDONA has written to provide guidance to community banks, mid-tier banks, and credit unions in understanding the finer points of customer relationship management (CRM) and member relationship management (MRM) at a financial institution.
   
May 12, 2009SEDONA MRM Data Sheet
Credit Unions pride themselves on being part of the fabric of families and local businesses. Knowing their members intimately is critical to growing their market share and increasing profitability. In fact, analyses of thousands of credit unions by profitability experts show that in most cases a very small percentage of a credit union's members create the vast majority of its profits. This means that really knowing its members and how to appropriately interact with them can make or break the success of a financial institution.
May 12, 2009SEDONA CRM Data Sheet
Competitive banks use a CRM system that enables them to measure and improve profitability, acquire and retain the most lucrative customers, cross sell and up sell more effectively, improve marketing efficiencies, measure marketing ROI, and act on important issues and opportunities.
February 09, 2009The Future of CRM in SMB's
Futuristic scenarios for personalized, timely customer service are within reach today. All of the technology exists right now and some small and sized institutions are already beginning to implement parts of it. Read this whitepaper about the the promise of Customer Relationship Management (CRM).
February 09, 2009CRM in Core Processing Applications
The integration of a Customer Relationship Management (CRM) component into a financial institution's core processing system has been the topic of discussion for a long time in the financial services industry. Integrating a CRM component with a bank or credit union's core processing system can provide online real-time data about the financial institution's customers or members. This white paper shows how integrating CRM capabilities into a core processing system translates into real dollar savings from operations and improved ROI from marketing and sales programs.
January 28, 2009CRM Unwrapped
The CRM industry continues to prescribe big, horizontal CRM software, wrapped in smaller packages, to fulfill the needs of small and midsize businesses (SMBs). SMBs have strikingly unique requirements for CRM solutions. Obviously, they have fewer people, less time and are critical in delivering a viable solution to SMBs. This whitepaper discusses seven key differences that are critical in delivering a viable CRM solution to SMBs.
January 28, 2009The Cost of Being Complacent
This white paper discusses reasons why a financial institution cannot afford not to use a Customer Relationship Management (CRM) system.
January 28, 2009ABC's of CRM
This white paper discusses the importance of Customer Relationship Management (CRM) in a financial institution. It includes some basic definitions of CRM and gives some practical examples of good uses of CRM.
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