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.

Recent Contributions

Video

Tips for Phasing Your CRM Implementation

August 29, 2024

In this clip from our webinar on successful CRM implementation, we explain why a phased approach is so important and highlight three ways you can structure those phases.

Video

How to Ensure a Successful CRM Implementation

August 29, 2024

When it comes to CRM implementation, everything leads to risk. Minimizing this risk is the key to a successful outcome! In this webinar, we explain how to avoid risk, how to create a Minimal Viable Product (MVP), and different strategies for figuring out your user stories. Check it out!

Blog

AI Cybersecurity and Fraud Mitigation for Financial Services

August 20, 2024

From fraud detection to personalized investment advice, AI promises to revolutionize how banks operate and serve customers. However, a recent report by the U.S. Department of the Treasury raises concerns about the potential cybersecurity and fraud risks associated with this technology. This blog…

Blog

How Much Does a CRM Cost?

July 19, 2024

The cost of CRM is a common question from first-time buyers. How big of an investment will this be? Are there recurring costs I should consider? There are literally thousands of CRM solutions available on the market today, each offering its own pricing structure and features, which makes answering…

Blog

How Consumers Credit Union Boosted Member Satisfaction with Creatio CRM

June 27, 2024

TAI integrated CCU’s core system, their consumer LOS, credit platform, and other systems with their new CRM, Creatio. Consumers Credit Union continues to grow into their CRM processes. Their members are seeing better service, and their employees are solving member problems with less frustration.…

consumers credit union member experience

Video

4 Tips for Ethical Data Mining

June 19, 2024

Watch this video to uncover four key principles for ethical data mining. Learn tips to ensure transparency, consent, and privacy in your data projects.

Video

Use Cases for Integrating CRM with Core Banking

June 7, 2024

In this clip from our webinar on Harnessing CRM-Core integration, we explain the main use cases for integrating these systems and highlight a real-world case study from one of our customers. Watch this short clip to learn more!

Video

Harnessing CRM-Core Integration to Optimize Efficiency [FULL RECORDING]

June 6, 2024

Banks and credit unions rely on their core for essential banking functions, but to enable personalized banking experiences and gain a unified view of customer interactions, institutions must integrate their core with their CRM. This webinar explains the key preparations necessary for banks and…

Video

Consumers Credit Union Boosts Member Satisfaction with Creatio CRM

June 3, 2024

Before Creatio, Consumers Credit Union didn’t have a CRM. Their members were frustrated by long wait times, and their staff was frustrated by having to jump between systems to learn basic member information. All of this was hurting their KPIs.

TAI integrated CCU’s core system, their…

Video

How CRM Can Help with Quality Control in Manufacturing

May 10, 2024

Quality control is essential for manufacturing productivity and growth. This video explores five key ways CRM enhances the management of quality data. Check out this one minute video to learn how integrating a CRM can lead to smarter, more efficient manufacturing processes.

Video

Top Email Marketing Trends to Watch in 2024

April 25, 2024

In 2024, new capabilities are changing how marketers use email, and shifts to privacy and security features are forcing them to reevaluate how they measure success. These are the email marketing trends to watch in 2024.

Blog

Top Email Marketing Trends to Watch in 2024

April 24, 2024

Video

Important Considerations for CRM Demos, Vendor Selection, and Partners

April 11, 2024

Once you have a comprehensive understanding of your CRM requirements, you can narrow your CRM vendors and partners and schedule your product demos. This clip from our webinar on CRM selection steps explains what to look for in a vendor and implementation partner, and how to keep your vendor aligned…

Video

Defining User Stories and CRM Features & Doing ROI Analysis

April 11, 2024

One of the most crucial aspects of CRM selection is defining your desired features and trying to understand how the CRM will benefit your organization. User stories inform features and features tied to problems help you define your ROI. This clip dives deeper.

Video

Selecting Your CRM Buying Team & Creating SMART Goals

April 11, 2024

In this clip from our CRM selection webinar, we explain how to choose the right internal team members for your CRM selection project and how that group should start defining SMART goals around the CRM. Check it out!

Video

Critical CRM Selection Steps for Financial Institutions [FULL RECORDING]

April 11, 2024

How do you rank CRM features? Can you calculate the ROI of a CRM? How do you narrow your potential vendors and get the best CRM demos?

We answer these questions and more in this webinar on strategic CRM selection for financial institutions.

Video

Using No Code to Support Banking Analytics + Demo

March 4, 2024

In this clip from our recent webinar, we explain how no code CRM, Creatio, enables a strong analytics strategy for banks. In addition, this clip shows a live demo of what some of those analytic strategies look like in action.

Video

Tips for Banks Getting Started with No Code CRM Analytics

March 4, 2024

As banks prepare an analytics strategy, what are a few tips they should keep in mind? This clip from our webinar on No Code CRM analytics offers some insights.

Video

Using No Code Analytics to Grow Your Bank [FULL RECORDING]

March 4, 2024

In this webinar, we explain why an analytics strategy is so important for today's banks, and how no code CRM drives analytics with predictive scoring, next best offer recommendations, and more!

Podcast

Ross Simmonds of Foundation Marketing

February 19, 2024

Steve and Sam interview Ross Simmonds, the leading authority on content distribution and using AI in marketing.

Listen Now

Events Hosted

Event

All About HubSpot Forms

On August 25, 2022

Join us for our next user group discussion where we’ll take a deep dive into forms in HubSpot. How do you create them? What are some best practices for collecting information? Can you A/B test the forms? Which form aspects might you want to A/B test? What are progressive forms and when should you use them? Tune into this free discussion to learn.

View Event

Event

Getting the Most Out of Your Creatio Marketplace Apps

On August 24, 2022

Creatio’s application Marketplace is full of great apps and templates that can help you quickly accelerate the setup of your Creatio instance. This online user group will cover how to access and search within Marketplace, steps to install apps, and we'll discuss our favorite applications. Join our experts as they give the full Creatio Marketplace experience!

View Event

Event

Automating Cross-Sell and CX for Banks and Credit Unions

On August 11, 2022

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…

View Event

Event

Forecasts in Creatio

On June 28, 2022

Forecasts in Creatio help sales teams estimate future revenue and predict how much of their product or service will sell within certain time frames. But did you know forecasts in Creatio can also track progress against goals? Learn more about this dynamic and useful feature in our upcoming user group.

View Event

Event

The 411 on HubSpot CMS Hub

On June 23, 2022

HubSpot’s CMS Hub is a Cloud-based content management system that helps marketers and developers create SEO-centric, customer experience focused websites that convert. Get the 411 on this powerful tool and what it offers during our June user group.

View Event