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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.


Using Digital Tech to Cross-Sell Customers

On August 11, 2022

Are your customers receiving the right offers at the right time?

To effectively cross-sell, modern banks, credit unions, and other financial institutions trust accurate insights to inform their targeting. Machine learning and intelligent workflows are just two digital tools that…

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