Powerful No-Code CRM, Built for Banking Innovation
Discover why Massachusetts banks trust Creatio to transform customer engagement and streamline operations.
Revolutionizing Banking with Creatio CRM
Join us for lunch at the Capital Grille in Boston to learn how Creatio CRM is helping 6 Massachusetts Banks revolutionize their customer engagement. Hear from Kenny Tingle, 1st VP of Business Intelligence at Cooperative Bank of Cape Cod, on why they selected Creatio to transform their customer experience. Technology Advisors, Massachusetts Bankers Association members, will talk about the ease of implementation and Creatio will demonstrate the power of their platform. Seating is limited.
Duration: 2 hours
Cost: Free, space is limited
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Presenters
Sam Biardo
Founder & CEOAs 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.
Ken Tingle
FVP, Business Intelligence Manager, The Cooperative Bank of Cape CodKen Tingle is the First Vice President of Business Intelligence at The Cooperative Bank of Cape Cod, where he leads initiatives that connect data strategy with organizational goals. His work spans Power BI reporting, board and senior management dashboards, strategic planning support, CRM implementation, data governance, and the exploration of AI use cases across the bank. Ken focuses on building the infrastructure and culture needed to turn information into insight—helping teams ask better questions, make informed decisions, and collaborate around shared data. He currently leads the bank’s enterprise CRM launch and oversees the design of analytics systems that help drive day-to-day operations and long-term strategy. Ken has also been published on the concept of data empathy—the idea that understanding the human context behind the numbers is essential to making data meaningful and actionable. He brings that mindset into his work, encouraging a more thoughtful, people-centered approach to analytics and emerging technologies in community banking.
