Automating Cross-Sell and CX for Banks and Credit Unions

Automation simplifies CX and pinpoints profiles for cross-sell, helping sales be more effective. But improving cross-sell and CX automation takes time and resources that many institutions just don't have.

Without it, Finservs innovate slower and risk lagging behind Fintech competitors. Is there a better way?

**Expected Takeaways:**
1. The state of Finserv & why cross-sell automation is crucial

2. How teams are capitalizing on it with less IT involvement

3. Why they're finding success with this model

Duration: 1 hour

Cost: FREE!

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Presenters

Megan Sheehan

Director of Project Management

Megan is a CRM expert who helps clients design and build their CRM systems, manages their implementation and enhancement projects, designs and builds data integrations, and trains their teams on how to properly implement. She’s been part of the Technology Advisors team since 2012 and has written three books on CRM. Megan also co-hosts online user groups for various products where she teaches attendees about the latest updates, features, and functions.

Danine Midura

Marketing & Content Director

As Marketing & Content Director for Technology Advisors Inc., Danine spearheads TAI content creation, events, campaigns, SEO and website management, webinars, user groups, and social media efforts. Her goal is to support TAI's mission to listen, personalize, and stay with its customers by crafting honest, helpful, and insightful marketing content. Danine's interests include blockbuster disaster movies, tank tops in an array of colors, used book stores, Jurassic Park, and being surrounded by trees.

Sam Biardo

Founder & CEO

As Founder and CEO of Technology Advisors, Inc., Sam provides creative solutions to solve unique technology problems. In 1991, he left academics to start Technology Advisors with the goal of helping customers improve sales, marketing, and customer service. TAI has since grown to a digital transformation company that strategizes the deployment of low-code solutions. Sam is on the advisory board of a ½ dozen CRM companies, co-host of a weekly CRM talk show, is continuing his research on streamlining the software delivery model, and continues to golf on weekends.

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.

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.

Meeting Customer Demands with Omnichannel

Customers are demanding more online options and greater convenience and personalization from their finserv institutions. Meanwhile, cryptocurrencies, neobanks, fintech, and other competitive factors are fracturing the traditional banking model. This whitepaper looks at how emerging technologies are impacting finserv for the better.

Read It