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Reducing Labor & Improving Consumer Experience With Branch Automation

Consumers are interacting differently with their financial institutions as mobile banking and direct transactions such as PayPal and Venmo are becoming more widely used. Despite this shift to digital transactions, the resources provided by bank and credit union branches are still vital to consumers of all demographics.

While the need for a branch option still remains, consumer expectations of the branch experience is rapidly evolving. Successful financial institutions are making branch automation a key component of their network strategies in order to better align with consumer needs. Branch automation is defined as banking automation that connects the customer service desk in a bank with the bank’s customer records in the back office, thus reducing the need for human intervention in many types of routine transactions.

In this white paper, you will:

  • Learn how financial industry trends are shaping consumer expectations of the institutions that serve them.
  • Compare the different types of branch automation and the roles they play in operations. 
  • Discover why branch automation should be a key part of your financial institution strategy—improving your brand’s experience for your consumers and team members alike.

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10 CRM Misconceptions on Gaining User Adoption

Are you ready to debunk these common myths and misconceptions around CRM with your users? Read this expert eBook guide and get top tips on properly addressing them now.

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10 Expert CRM Tips on Achieving High User Adoption from the Start

Implementing CRM in your organization is not as simple as sending out an email to every employee in your organization and saying, “Hey, we have CRM now! Use it.” If only it were that simple, right? With the tips Ledgeview presents in this eBook, it just might be that close … Though CRM can be an amazing (essential) asset for companies, it can be easily misused or disregarded. This simple guide will walk you through how to properly talk about and prepare for CRM before Rollout Day. Are you ready? Let’s jump in.

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10 Expert CRM Tips to Get Your Users Excited About CRM Again

Bring your CRM solution back to life and your team's enthusiasm for it with this eBook guide from the experts at Ledgeview Partners ...

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CRM is Not Just for Salespeople

input from across the company.

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12 Ways Lubricant Marketers Use CRM to Drive Success

As a Lubricant Marketer in the Oil & Gas Industry, it’s likely you’re used to the way things have always been within your company and haven’t gotten around to exploring other options, thinking, “If it’s not broken, why fix it?”

Trust us – we understand, but we also know that just because something has been working for you all this time that doesn’t mean something else can’t work better for your business’ future …

CRM systems, like Microsoft Dynamics 365 and Salesforce, can help you solve many ongoing problems that we see frequently trending across the industry.

We explain exactly how Lubricant Marketers are using CRM to thrive in this expert eBook, and how you can, too!

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The 10 Steps to a Successful CRM Implementation

In this eBook guide from Ledgeview Partners, a top-rated business and technology consulting firm that specializes in Sales, Marketing, Customer Service, and CRM, you will learn how to...

  • Define Your Vision
  • Select the Right CRM Partner
  • Develop Your Project Team
  • Establish Your Plan
  • Specify Your Project Requirements
  • Integrate and Migrate Data to Maintain System Integrity
  • Create Your Communication Plan
  • Maintain Your Documentation
  • Keep Up the Momentum
  • Set Yourselves Up to Achieve High and Continuous CRM User Adoption

If any questions remain for you after reading this eBook, reach out to the experts at Ledgeview Partners. We are a Microsoft Dynamics 365 Gold Customer Relationship Management Partner.

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CRM A to Z

Are you ready to get started with CRM or struggling to know where to begin? Are you in the middle of a CRM implementation? Did you implement CRM years ago, but aren’t actively using it and want to reinvigorate user excitement?

Whatever challenge or phase you’re in, this eBook covers all things CRM, from A to Z!

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10 Expert CRM Tips on Gaining User Adoption After Rollout Day and Beyond

Are you struggling to keep your users engaged weeks, months, or even years after your initial CRM implementation? Boost their confidence and excitement for the technology with the tips shared in this eBook.

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How to Get Your Users Excited About CRM Again

Has your CRM Solution gone stale within your organization?

Has your CRM User Adoption gone down?

Bring your CRM Solution back to life (and your team’s enthusiasm for it) with this Ledgeview Partners guide …

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