Bridging Tech and Operational Synergies

Webinar recording

Bridging Tech and Operational Synergies: The C-Suite’s Guide to Integrating CRM with Financial Technologies

Jason Miller

No-Code Evangelist and Principal Consultant

Skye Isard

Co-Founder and Chief Technology Officer

Chris Bladen

Operations Analyst

Watch
the webinar recording

DRIVE PERFOMANCE
ACROSS CRM FUNCTIONS

Join Creatio, Sandbox Banking and First United Bank & Trust for a thought-provoking webinar that that reveals the transformative power of CRM systems in the banking industry. Discover groundbreaking strategies for CRM integration that supercharge efficiency and elevate customer or member experience to new heights. This must-attend session is tailor-made for bank and credit union leaders eager to revolutionize their operations. Don’t miss out on this opportunity to transform your tech landscape and stay ahead of the curve.

JOIN THE WEBINAR TO:

Boost Operational Efficiency

Discover how CRM systems can streamline workflows and boost productivity for banking employees, leading to more efficient and effective operations

Elevate Customer or Member Engagement

Learn how CRM can provide in-depth account holder intelligence and fully personalized campaigns for the highest win rates

Leverage Cutting-Edge Technology for Growth

Uncover how a no-code powered CRM platform can enhance data-driven decision-making and optimize marketing and sales efforts

Most valuable for:

Business executives

who are looking to transform their businesses with the help of technology

CIO & IT Executives

who prioritize building a culture of innovation and adaptability

Digital transformation managers

who oversee the building of a culture of innovation and increasing of agility in their organizations

Creatio free trial

14-day free trial for an unlimited number of users and start using Creatio completely free of charge

If you can’t attend the live event, please register anyway — we’ll send out the recording of the session to all registered users.

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