Leveraging the Power of CRM to Create Extended Loyalty for Your Bank

Leveraging the Power of CRM to Create Extended Loyalty for Your Bank

As of September 2016, there were 5,980 FDIC-Insured banks in the United States. While this number dropped from 6,270 FDIC-Insured banks in September of 2015, total assets actually increased from $15.8 trillion in 2015 to $16.7 trillion in 2016. Looking at this trend in the number of banks declining (whether they be commercial or retail) is enough for us to assume demand is increasing but...

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Rain Down Cost Savings With Cloud-Based Business Applications

Similar to Myspace or Beanie Babies, on-premises business applications are “out.” Cloud-based applications are “in.” Over the past few years, we have seen a fundamental shift in the business applications marketplace for small to medium sized enterprises. Companies are moving away from on-premises, best-of-suite applications to cloud-based, best-of-breed applications. A survey by the Institute...

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I Still Have A Home Bank Branch?

I recently had the pleasure of listening to Chris Skinner, author of Digital Bank, speak during the Financial Services keynote at this year’s Dreamforce conference. He spoke about the shift of the banking and financial services world as one moving from the distribution or exchange of hard currency in a local market to one of moving value in a global market.…

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5 Reasons Why you Should be Psyched about the Salesforce and Microsoft Collaboration

Last month at Dreamforce, a five year strategic partnership was announced between Salesforce and Microsoft. From the opening statements on day one by Mark Benioff and Tony Prophet, to the specific point-and-click reveals in the subsequent days, the message was consistent: this is an exciting time in the CRM space!  This partnership constitutes a meeting of the #1 productivity suite and the #1...

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The Ten Commandments of Apex

The Ten Commandments of Apex are fundamental rules that Force.com developers can use to architect and develop top-notch Force.com applications. In this video from Dreamforce 2013, Force.com MVP Kevin Poorman discusses the pitfalls that often cause difficulties for developers new to the platform. …

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What’s In Your Deal Pipeline?

Do you know what deals are currently in your transaction pipeline? How long does it take you to gather and distribute a report to your transaction team? Private Equity firms are turning to the world of CRM to help automate and track these Deals. A Private Equity’s transaction team typically encounters the following four pain points when it comes to their deal pipeline: A team member...

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Email: marketing@westmonroepartners.com
222 W. Adams
Chicago, IL 60606
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