Leveraging Intent Data to Optimize CRM Performance and Drive Deposit Growth

Today, maintaining accurate and up-to-date CRM data is essential for strategic decision-making and superior customer relationship management. Join us for an engaging session hosted by RelPro and Zennify, featuring insights from a First United Bank Executive on how they have successfully leveraged these strategies to drive growth and improve operational efficiency.

This session will provide a comprehensive look at the current state of digital transformation within the banking sector, emphasizing the critical role of accurate data. We’ll explore practical strategies for encouraging frontline bankers to efficiently input and maintain data, as well as innovative solutions like APIs for data enrichment and webhooks for real-time updates.

Discover how these tools can transform your Salesforce environment, enabling your team to make informed decisions based on reliable, high-quality data.

Key Takeaways:

1. Industry Overview: Gain a clear understanding of where the banking industry stands in its digital transformation journey, particularly in relation to CRM data management.
2. Importance of Accurate Data: Discover why high-quality, accurate data is crucial for bankers, and how it can drive better customer insights, targeted marketing, and informed decision-making.
3. Leveraging Technology: Learn how to use APIs and webhooks to enrich and update your CRM data in real-time, reducing manual entry and improving data consistency.
4. Practical Implementation: Hear from a leading financial institution on how they have successfully integrated these strategies into their CRM processes to increase deposits and enhance operational efficiency.
5. Data Maintenance Best Practices: Understand the importance of regular CRM data cleansing and get actionable tips on maintaining data integrity over time.