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
Banking on Success: Critical CRM Selection Steps for Banks
Event 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
Upcoming Event
Harnessing CRM-Core Integration to Optimize Efficiency
Event on June 6, 2024
Join this webinar to uncover why this integration is so useful and learn the key ways banks are implementing it.
Register Now