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

The No Code Workshop

Event on September 27, 2023

Curious about no code tech? Why is it becoming so popular? How are B2B and B2C companies using it? What outcomes are they seeing? How are they successfully applying it to their specific needs? Join our free No Code Workshop for a deep dive on this technology. Learn what No Code CRM is, the trends that are encouraging more businesses to use it, and the best practices around applying it. Check out this free event at the Park Ridge Country Club!

Past Events

Past Event

Conversations on Finserv Innovation

Event held on March 16, 2023

Banks are using anywhere from 3 to 13 separate applications for their operations. Many have turned to CRM to consolidate data from all those sources and use it for automation, personalization, and intelligent workflows. Join your industry peers to hear about their journeys and successes with this approach.

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Past Event

One Software to Rule Them All

Event held on February 16, 2023

Banks and Credit Unions often face an uphill battle on digital transformation efforts due to legacy data systems. With key customer data spread across disconnected systems, it's difficult to empower employees and provide a seamless customer experience. In this 30 minute webinar, we'll explain how CRM software can unite all of your disparate systems and supercharge your digital transformation efforts.

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Past Event

The Infor 9.0 Release: All You Need to Know

Event held on December 8, 2022

Infor is releasing its much anticipated version 9.0 with some very exciting and useful changes. Join us for this informative webinar where Infor Principal Solution Consultant, Ed Heinsius, will take us through the biggest changes and highlights. Don't miss this important opportunity to uncover the new features and functions available to you in 9.0!

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Past Event

LUNCH & LEARN: Driving Business Automation with No Code

Event held on November 10, 2022

Process automation is helping organizations fully align to changing customer demands. In November, Technology Advisors, Inc. will host a free Lunch & Learn to explain how no-code technology in particular empowers even the least tech-savvy businesses to make sweeping changes. Join us at the beautiful Park Ridge Country Club to learn first-hand from no-code market leader, Creatio, and hear the experiences of one of our own customers who has implemented this technology.

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Past Event

All About HubSpot Forms

Event held on August 25, 2022

Join us for our next user group discussion where we’ll take a deep dive into forms in HubSpot. How do you create them? What are some best practices for collecting information? Can you A/B test the forms? Which form aspects might you want to A/B test? What are progressive forms and when should you use them? Tune into this free discussion to learn.

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