Harnessing CRM-Core Integration
Upcoming Event

Harnessing CRM-Core Integration to Optimize Efficiency


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

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How Digital Transformation Benefits Banks & Credit Unions

Automated Processes
One Touch Analysis
Customer Service
Self Service Portal
Customer Profiling
AI Capabilities

Helping You Conquer Your Challenges

With a proven track record supporting banks and credit unions, Technology Advisors, Inc. (TAI) understand the unique challenges that financial institutions face. We empower our clients to conquer their biggest challenges for more streamlined operations, enhanced customer experiences, and stronger regulatory compliance.

Regulatory Compliance

Maintaining regulatory compliance can be time-consuming and cost-prohibitive. However, failing to meet the requirements has expensive consequences. TAI helps banks and credit unions apply automated processes to meet regulatory obligations and ensure complete compliance via a system of checks and balances.

Smarter Consumers

Consumers are different now than during the days of brick and mortar banks. They want online money management and personalized services; and, they expect bank and credit union employees to understand the needs of their business. Technology Advisors helps you harness your data to better profile customers and create the experiences they demand.

Customer Retention

With so many options for where they can take their business, customer satisfaction and retention are more important than ever. TAI teaches teams to utilize software features like automation, targeted marketing, and customer journey mapping to create a uniform customer experience and proactive solutions that keep customers happier.

Aging Industry Applications

Many key banking and credit union organizations have been around since the 1980s. Consumers are starting to view them as outdated and limiting. TAI helps these institutions replace their old green screens with CRMs that are integrated into legacy systems, giving every team member the ability to help the customer.

Best Use of Customer Data

Customer profile data is crucial for building personalized marketing experiences. It increases the likelihood of selling multiple offerings and maintaining customer loyalty. Technology Advisors analyzes your data usage to revamp your processes and better align marketing and sales initiatives. This creates more relevant and useful customer experiences.

Transition to Digital

The world is transitioning from personal connections to more digital transactions. Financial transactions are certainly no different. Proper digital engagement requires integrated solutions for segmented marketing, mobile accessibility, and Web events. Technology Advisors is an expert integrator with more than 30 years of experience connecting 350+ applications.

Cornerstone Bank: A Success Story

Cornerstone Bank was looking for a solution that would allow them to take their customer engagement to a new level and nurture genuine care for their clients. Those needs led them to collaborate with Creatio along with support from Technology Advisors Inc. as their partner. Click the link to learn more about their successful project!

cornerstone success

How Banks & Credit Unions are Overcoming CRM Challenges

In this clip from our panel interview of banking and credit union customers, we asked Ent Credit Union, Cornerstone Bank, and Consumers Credit Union about the challenges they faced when adopting CRM. What were the internal blockades? What were the technical challenges? What advantages are they seeing now? How are they keeping their teams engaged with CRM? Watch this short video to hear their takes.

Illinois Bankers Logo

Proud Member of the Illinois Bankers Association

Technology Advisors is a proud member of the IBA, which advocates for financial institutions, provides educational opportunities, and helps banks access the resources they need to thrive. With nearly 4,500 offices across the state, the IBA serves a diverse membership of banks and the 105,000+ people they employ.

NEW CBAI logo 2023

Proud Member of the Community Bankers Association of Illinois

Technology Advisors is a proud member of the CBAI. The CBAI's goal is to help community banks use political, economic, and marketing power to achieve a competitive edge and better serve their customers and communities. With approximately 300 financial institutions and 130 associate members, the CBAI serves community banks of all sizes throughout Illinois.

Omnichannel Banking

As work and lifestyles shift to digital, consumer expectations are shifting along with it. Customers are demanding more online options, better personalization, instantaneous access to their information, omnichannel communication channels, and intuitive experiences. In this whitepaper, we will look at three major aspects of the evolving financial sector.

Download the Whitepaper

What Customers Say About Us

Incredibly impressed by their competency to solve our problem and also think future. TAI was able to show that spending more for a cloud implementation was not necessary and in this instance, rebuilding on the LAN was certainly better than replacing with another product.
Dennis F., National Bureau of Property Administration
They are a complete package. Every member of this team is of high caliber and the whole team is well organized. Their response to feedback is superior to any third-party vendor I have worked with.
Brian M., Keller-Heartt
Technology Advisors immerse themselves into your project. They go beyond to understand your current systems and what you are trying to achieve. They have extensive knowledge and experience, which they bring to each project.
Montelle D., Haynes International, Inc.
Technology Advisors has helped us to transform our data from one CRM to another without any interruption. They have helped us every step of the way to successfully integrate to fit our business needs.
Brianna S., Burrus Seed
I have worked with TAI for over 15 yrs. with my past two organizations and look forward to continuing our relationship for many years to come. Working with TAI has proven to be a one stop shop for my organization from all phases of CRM support and technology review to quality and cost analysis and product review. This has ensured we have had the latest technology at a fair price for our organization with amazing support from TAI.
Linda S., Recept Pharmacy
We have been working with Technology Advisors since 2013 and we will continue this great relationship. Their knowledge of CRM is second to none and together we are able to tackle many difficult software integrations to shape it to best fit our needs.
Jean-Paul L., Captive Resources, LLC
One of the things that stood out from the start was the transparency and the helpfulness of being able to guide us along the paths that were the best for us. Technology Advisors always did their best to make sure that we are on the same page with all the new ideas and initiatives that we come up with.
Tim R., Hershey's Ice Cream
Throughout the past 4 years, TAI has not only become an extension of our team, but a crucial asset. We truly appreciate their attention to detail & their ability to bring our out-of-the-box CRM needs to fruition.
Tara C., AEM

Start a Project With Us

Ready to start your next software project? Reach out to schedule a FREE consultation.

A Few of Our Banking & Credit Union Customers

ent credit union
american chartered bank
hometown national bank
westamerica bank