19 episodes

Helping financial institutions simplify work, drive growth, and deliver on experience. We cover things like: lead management, creating a 360 view of the customer, optimizing your core systems, minimizing system fragmentation, and much more.

www.crmnext.com/us

Banking on Experience CRMNEXT

    • Management
    • 5.0, 6 Ratings

Helping financial institutions simplify work, drive growth, and deliver on experience. We cover things like: lead management, creating a 360 view of the customer, optimizing your core systems, minimizing system fragmentation, and much more.

www.crmnext.com/us

    Episode 1: Banking on Experience Intro

    Episode 1: Banking on Experience Intro

    Come hear from industry experts in financial services. We'll have guests who talk about growing during a pandemic, how to drive growth in general, simplifying work like case management, and creating experiences that will never be forgotten.See it on our website too: https://www.crmnext.com/us/blog/banking-on-experience/

    • 2 min
    Episode 2: Lasting impact of COVID19 on Medicine

    Episode 2: Lasting impact of COVID19 on Medicine

    Moving away from banking for a second as we all are looking for answers. Come hear straight from Dr. Aroesty. He tells us what to pay attention to and more.Come see other episodes on the CRMNEXT website along with other content related to CRM banking: https://www.crmnext.com/us/blog/lasting-impact-of-covid-19-on-medicine/

    • 23 min
    Episode 3: Future of Work: The Change of Customer Expectations

    Episode 3: Future of Work: The Change of Customer Expectations

    This week’s Episode of Banking on Experience is all about the future of work and the change of customer expectations. And who better to delve into this realm than CRMNEXT’s CEO Joe Saleski and his honored guest: award-winning marketing executive, Peter Weingard.Find content that is unique to financial services and CRM on the CRMNEXT website. We are always looking to create value for banks and credit unions who are looking for a banking CRM. This podcast is found here too: https://www.crmnext.com/us/blog/the-future-of-work-changes-in-customer-expectations/ Come see the video version of the episode here: https://www.crmnext.com/us/blog/banking-on-relationships/

    • 17 min
    Episode 4: Tips from a Tech CEO and Serial Entrepreneur

    Episode 4: Tips from a Tech CEO and Serial Entrepreneur

    Come learn how Thomas Engdahl from Vidillion is handling the pandemic as a leading CEO for Tech companies in the Bay area.Find these episodes and more on the CRMNEXT website: https://www.crmnext.com/us/blog/tips-from-a-tech-ceo-and-serial-entrepreneur/

    • 11 min
    Episode 5: Delivering on Brand Promise in Trying Times

    Episode 5: Delivering on Brand Promise in Trying Times

    Delivering on a promise during a pandemic can be hard. It can be even more challenging to deliver one that they never forget. Amanda Grolemund and Jeff Cain talk about how the shift in our marketing must change to ensure long-term stability for you and them.Available on the CRMNEXT website as well: https://www.crmnext.com/us/blog/delivering-on-brand-promise-in-trying-times/

    • 30 min
    Episode 6: Will banks rush to digitization post-pandemic?

    Episode 6: Will banks rush to digitization post-pandemic?

    World renowned author, Chris Skinner gives his opinion on what going digital really means for financial institutions.Hint: Those that are doing it properly “don’t treat digital as a project; they treat is as a cultural transformation of a company.”- His predictions on how the current pandemic will kick-start the digitization of banks and CUs into hyper-drive.- Projects in the plans for 24-36 months out are now being green-lit within days. Truly digital means far faster.- His thoughts on the balance between digital and human when it comes to customer relationship management in banks and credit unions.Available on the CRMNEXT website as well: https://www.crmnext.com/us/blog/will-banks-rush-to-digitization-post-pandemic/

    • 20 min

Customer Reviews

5.0 out of 5
6 Ratings

6 Ratings

😑😐😕 ,

Great guests, entertaining and informative

I’m really enjoying the mix of guests on this podcast as they are always experts in their unique areas. But what makes this podcast really unique and entertaining is the questions asked of guests which delve beyond the obvious, and we really get a glimmer into the person behind the expertise. I really loved hearing the story of the Star Wars expert’s visit to Disney with his 100 year old grandma for example - I got teary-eyed. The tips for business, and banking are interesting and helpful too.

Jgoggy ,

Interesting and Engaging

Banking on Experience is educational, informative, and interesting! Enjoying the topics covered and how they can apply to different aspects of business and life!

Informative and Interesting! ,

Breaking Barriers

Loved this episode! Learned so much from the questions about substance use and mental health issues in the workplace. A must listen!

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