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.
| SEDONA 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. |
| The 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). |
| CRM 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. |
| CRM 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. |
| The Cost of Being Complacent | |
| This white paper discusses reasons why a financial institution cannot afford not to use a Customer Relationship Management (CRM) system. |
| ABC'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. |
