Speakers
Colin Zealear
Senior Account Executive
Affinity
Karen Fisman
Director of Business Development
Origin Merchant Partners
Is your CRM losing you mandates? If your bank even has a CRM, it's probably clunky, hard to use, and, worst of all, reliant on manual updates by every user. See how to automate your CRM, extract useful intelligence, and get more mandates.Join us as we discuss the impact of an automated CRM that provides relationship intelligence on the dealmaking process.
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