Capital Markets, Corporate and Commercial Banking, Wealth Management and Private Banking

Executives are faced with a problem: their banks have ambitious growth goals but the global outlook on growth is uncertain. Yet, hidden in these incongruous trends are three opportunities that your CRM technology can help you capture.

These opportunities not only open multiple paths to growth, but also help banks meet rising customer expectations and global regulation demands.

Watch this webinar featuring NexJ Systems and CEB Towergroup and learn how to leverage your CRM technology to build a path to growth using the latest data management strategies.

Our presentation will give you:

  • A Case Study on how a Global Bank improved service and grew wallet share leveraging a complete customer view.
  • Examples of Using Customer Data to capture new customers and retain existing ones while being cost-effective, information-secure and privacy-sensitive.
  • Roadmap to move Social Media from a Toy to a Tool that enhances the customer journey.
  • A Business Case Framework for cracking open budgets to leverage technology and data to increase advisor and banker productivity.