Technology Advisors

🚀 Join our exclusive webinar on June 6th about integrating CRM & core banking solutions to extract maximum value from customer profiling data! Register now👉bit.ly/4aN6wSW @OceanBankUSA @TDBank_US @theseymourbank @FirstUnitedBank @AssociatedBank @BankofOklahoma

🌟 Attention #Finserv industry professionals attending @Creatio_Global #NoCodeDays! 🌟 Don't miss on today's 2:25 pm Best Practice session where Megan Sheehan will be presenting on Using No-Code CRM to Solve #Banking and Credit Union Challenges! 🏦💻

Ever wonder how insurance companies thrive in an ever-changing market? 🤔📊 It's all about smart #analytics! Our latest blog reveals how analytics are crucial in navigating market fluctuations and securing customer loyalty. Get the full scoop here 👉bit.ly/4bhainu

#AI powered #marketing, interactive content...what other trends are dominating marketing right now? This quick video offers some insights. For more details on these, check out the full blog, too! bit.ly/3JBKtTc

Assigning a vale in @Creatio_Global is usually a speedy process, but dates in particular can have complicated formulas. This blog outlines how to streamline that complexity. bit.ly/3xwZ5AM

Having trouble with date and time updates on your Creatio records? Our blog breaks down how to get it working! Read it here: bit.ly/43OJ70C

Successful selection requires a strategic approach, a strong team, and a deep understanding of your business needs. We'll break down the must-know information for a streamlined CRM project during our webinar this Thursday. Join us! Register here: bit.ly/3vJTiaj

Banks need reliable fraud alert automations for a secure and reliable customer experience. Our recent blog explains how to build those alerts in @Creatio_Global Read the article 👉 bit.ly/4cNNKfw

[THURSDAY APRIL 11] Join us for a free educational webinar on CRM selection for #banks and #creditunions. bit.ly/4aIJ0WJ

🤔[DID YOU KNOW] You can (and should!) dictate what #CRM vendors show you during a demo? Learn why during our April 11th webinar on CRM selection for financial institutions. Register for the discussion here 👉bit.ly/43xD4h3

[NEW BLOG] @Creatio_Global users! Did you know you can automatically assign the record type when your users are inputting new contacts? It saves them from manual data entry! Learn how to do it here 👉bit.ly/3TDqwA2

[NEW BLOG] Configuring Different Page Layouts in @Creatio_Global bit.ly/4azUf3X

You need a CRM partner who will advocate for you, ask the right questions, and help you strategize your project effectively. Learn what to look for during our April 11 webinar on CRM Selection Steps for Financial Institutions. Register here 👉bit.ly/4csSh73

🚨Are you struggling to find the perfect CRM solution for your financial institution? Register now, and join us on April 11 to learn how to strategically select a CRM! bit.ly/3IwPoEF

This month's CRM Talk podcast highlights using video in the sales process. Learn why this approach effective for today's buyer and how to get started. Tune in! bit.ly/4aaAeAI

Happy #InternationalWomensDay! Shoutout to all the strong women out there - boss ladies, moms, sisters, and friends - you are truly unstoppable. 💪👩‍👧‍👧👭 #Inspiration #GirlPower

Knowing the psychological influences of security fatigue enables you to adopt measures that mitigate their presence in the workplace. Get the scoop with this blog 👉bit.ly/3wotaBX

A memorable customer experience helps keep existing customers and excite new ones. Learn how #banks are using #nocode #CRM #analytics in @Creatio_Global to grow their operations and build thoughtful customer journeys. Join our webinar tomorrow! bit.ly/48ml2PJ

🚨Banks need to innovate quickly⏩ to meet the digital demands of customers. #Nocode CRMs like @Creatio_Global help them do that with less strain on IT resources. On Thursday, we'll highlight no code #CRM for #analytics and #automation. Join us to learn! bit.ly/4bJ36BM