Welcome to another insightful episode of the Banking on Growth podcast, hosted by Mike Graham, President of Midwestern Securities. In this episode, we dive deep into the transformative power of technology in community banking with our special guest, Sam Biardo, CEO of Technology Advisors.
Sam brings a wealth of expertise in consulting and software development, focusing on connecting bank core systems to Creatio—a low-code CRM platform tailored specifically for banks and credit unions. Together, Mike and Sam explore how CRMs can revolutionize processes like customer onboarding, referral management, marketing automation, and even predictive AI-powered tools like "next best offer" recommendations.
What’s Inside This Episode:
As the conversation unfolds, you'll gain valuable insights into:
- The role of CRMs in improving customer satisfaction and operational efficiency.
- AI-driven decision-making, including supervised learning models that analyze customer data to deliver personalized product suggestions.
- Customer journey mapping, a strategic approach to understanding and enhancing every step of a customer's experience with your financial institution.
- Referral tracking and management, ensuring seamless handoffs and timely follow-ups to maximize customer retention.
Whether you're a tech-savvy banker or someone new to the world of CRMs and AI, this episode offers practical advice and real-world examples that highlight how technology can help community financial institutions thrive in an increasingly competitive landscape. Tune in to learn how to create happier customers, build stronger relationships, and drive growth through innovation!
#BankingInnovation #FinancialGrowth
🎧 Listen now and join the conversation!
Subscribe now to receive notifications and access the complete library of empowering episodes designed exclusively for community financial institution leaders seeking to thrive in wealth management services.
Find this episode on one of these channels:
- Spotify
- Apple Podcasts
- Amazon Music
- Podcast Index
- Podcast Addict
- Podchaser
- Pocket Casts
- Deezer
- Listen Heart
- PlayerFM
For more information on strengthening your retail wealth management division, contact us, and let’s start talking!