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Banks and Credit Unions

The Banking Relationship Management Experience - A Strategy for Becoming a Trusted Financial Partner and Increasing Revenue and Profitability

The research shows that customers and members who become advocates for their bank or credit union are the most desirable in terms of loyalty and profitability. On average, they hold 14% more products than antagonistic customers and the profitability of products held by advocates is 21% higher. Learn what the research recommends to create advocates and to implement a relationship building culture that deepens relationships and trust with customers or members.

What You Will Learn From This White Paper

  • The huge opportunity that exists for revenue generation and market expansion for bankers who turn customers or members into advocates
  • Three reasons customers or members will give their business to other financial service providers even if they are satisfied with your service!
  • Seven recommendations on how to become a trusted financial partner to your customers or members rather than a transaction destination
  • Three statements most highly correlated with customer advocacy that are the emotional drivers of the customer or member relationship (ask them to agree or disagree with these on your next survey).
  • Learn how banks and credit unions that use CRM software combined with a relationship building culture can drive organic growth, revenue and customer loyalty.

Banks

Are You Ready? Preparing to Take the CRM Plunge

Are you ready to transform your bank into a thriving, organic growth-oriented institution? To respond to financial needs quickly and easily? To build new relationships and strengthen existing ones? To build customer loyalty?

Those are some of the benefits customer relationship management (CRM) provides for many organizations. However, there's much more to CRM than installing the right software. Success requires a cultural shift from purely transactional selling to building relationships of trust with a longer term horizon. Technology doesn’t build relationships — Your people do! This approach naturally leads to organic growth.

Many bankers miss a big opportunity to expand relationships, build trust, and win repeat business with existing customers. A relationship building process will help you accomplish these goals. CRM software accelerates it.

Who Should Read This White Paper

  • You are curious about CRM and need to learn some in’s and out’s
  • You have CRM software but not a culture that supports its effective use
  • You have CRM software but want to get a better ROI from it
  • You are not interested in CRM software at the moment but are interested in learning more about developing a relationship culture

What You Will Learn in This White Paper

  • Reasons to Implement CRM
  • Building a Relationship Culture to Get the Best ROI From CRM
  • How to Establish the Value of CRM
  • Getting CRM Started and Keeping It Rolling

Note: High Definition Banking® does not sell CRM software. This paper was a collaborative effort by High Definition Banking® and Jack Henry Banking but is applicable to any CRM software.

Credit Unions

Learn how credit unions that use MRM software combined with a relationship building culture can drive organic growth, revenue and member loyalty.

Are You Ready? Preparing to Take the MRM Plunge

Are you ready to transform your credit union into a thriving, organic growth-oriented institution? To respond to financial needs quickly and easily? To build new relationships and strengthen existing ones? To build member loyalty?

Those are some of the benefits member relationship management (CRM/MRM) provides for many organizations. However, there's much more to CRM/MRM than installing the right software. Success requires a cultural shift from purely transactional selling to building relationships of trust with a longer term horizon. Technology doesn’t build relationships — Your people do! This approach naturally leads to organic growth.

Many credit unions miss a big opportunity to expand relationships, build trust, and win repeat business with existing members. A relationship building process will help you accomplish these goals. MRM/CRM software accelerates it.

Who Should Read This White Paper

  • You are curious about MRM/CRM and need to learn some in’s and out’s
  • You have MRM/CRM software but not a culture that supports its effective use
  • You have MRM/CRM software but want to get a better ROI from it
  • You are not interested in MRM/CRM software at the moment but are interested in learning more about developing a relationship culture

What You Will Learn in This White Paper

  • Reasons to Implement MRM/CRM
  • Building a Relationship Culture to Get the Best ROI From MRM/CRM
  • How to Establish the Value of MRM/CRM
  • Getting MRM/CRM Started and Keeping It Rolling

Note: High Definition Banking® does not sell CRM software. This paper was a collaborative effort by High Definition People® and Symitar but is applicable to any CRM/MRM software.