Events

Upcoming Events

Throughout the year, Technology Advisors hosts events such as webinars, CRM training, workshops, and user groups. View recordings from past events and discover what's coming up on this page.

Upcoming Event

Revolutionizing Banking with Creatio CRM

Event on June 25, 2025

Join us for lunch at the Capital Grille in Boston to learn how Creatio CRM is helping 6 Massachusetts Banks revolutionize their customer engagement. Hear from Kenny Tingle, 1st VP of Business Intelligence at Cooperative Bank of Cape Cod, on why they selected Creatio to transform their customer experience. Technology Advisors, Massachusetts Bankers Association members, will talk about the ease of implementation and Creatio will demonstrate the power of their platform. Seating is limited.

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Past Events

Past Event

How to Ensure a Successful CRM Implementation

Event held on August 29, 2024

Every CRM implementation is unique because every starting point is different. Some companies are starting from nothing, others are moving from spreadsheets, and others are migrating from an existing CRM. Regardless of how paths differ, all implementations require the same key elements to succeed. 

Learn from over three decades of CRM experience during this webinar! Join us to uncover game-changing advice for a successful CRM implementation.

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Past Event

Harnessing CRM-Core Integration to Optimize Efficiency

Event held on June 6, 2024

Join this webinar to uncover why this integration is so useful and learn the key ways banks are implementing it.

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Past Event

Banking on Success: Critical CRM Selection Steps for Banks

Event held on April 11, 2024

With thousands of solutions on the market, CRM selection can become overwhelming.

We'll explain best practice strategies to narrow your options, ask the right questions, and prioritize key features for CRM success.

Key Webinar Takeaways:
- An understanding of CRM selection best practices
- How to design strategic CRM requirements
- Must-ask questions for your potential CRM vendors
- Who should be involved in your CRM project

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Past Event

Using No Code Analytics to Grow Your Bank

Event held on February 29, 2024

Discover how financial institutions can achieve growth through seamlessly automated and intuitive experiences. With the power of no code CRM, these banks are harnessing analytics and swiftly automating more intelligent interactions. Join our webinar to uncover the endless possibilities.

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Past Event

Cutting Sales Cycles and Complexity with Intelligent Quoting

Event held on January 25, 2024

Led by TAI and Mobileforce, this live webinar will review best practices for sales and revenue teams to accelerate sales closing cycles and optimize ongoing revenue generation with optimized quote-to-cash processes.

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