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

Register Now
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