Using Digital Tech to Cross-Sell Customers
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 make this possible.
During this webinar, we’ll discuss:
- What a modern technology infrastructure looks like
- How Finserv organizations are using modern tech for cross-sell
- How innovative capabilities like no code are making it more accessible
- Why Finserv is finding success with this cross-sell model
Duration: 1 hour
Join us for this informative session!
Megan SheehanTrainer & Business Analyst
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.
Anjum FarooquiBusiness Analyst
As a Business Analyst, Anjum's goal is to support TAI's mission and help customers streamline their business processes and achieve success through creating personalized CRM solutions that work for their needs. In her spare time, Anjum enjoys biking, gardening, eating food other people cooked and watching old movies.
Danine MiduraMarketing & 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 BiardoFounder & 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.