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Customer Relationship Management (CRM) Software

Question: 
Do banks need CRM software?
Answer: 

CRM technology can be very beneficial to organizations in any industry, including banks. CRMs are particularly useful for commercial lenders who seek to scale their customer engagement and outreach. Compared to handwritten notes, business card files, or inbox folders and contact managers, a CRM provides a 360-degree view of each relationship in one digital ecosystem.

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Read our article, "5 Types of Commercial Loan Software" for more details.

Vendor: 

AccuSystems develops document management and exception tracking software for financial institutions. Trusted by more than 15,000 bankers worldwide, AccuAccount automates exception tracking, streamlines audits, and simplifies loan imaging. Request a demo, register for a webinar, or download a free whitepaper.

First published on 03/01/2020

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