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Podcast: Looking beyond CRM to digital evolution

Robert Zondag
Jul 26, 2021

A CRM system can have a tremendous impact on not only operational efficiency but also the customer experience. It can transform what used to take days of turnaround time for customers to hours or even minutes.

But how often have you heard others say that smaller community institutions simply can’t afford a CRM? Or that they don’t have the skillset to effectively execute one?

It’s time to overcome this myth.

In this episode of Bank on Wipfli, Robert Zondag talks with special guest Jim Collins, Senior Director, Financial Services Industry at Salesforce, about how banks of all sizes can successfully implement CRM strategies. They cover:

  • What different CRM strategies look like
  • Understanding the costs, capital and infrastructure of CRM
  • Tips, tools and tactics to align your team toward achieving your digital evolution goals

Listen to learn how your financial institution can create a successful CRM strategy.

Related content:

How Salesforce helps the financial industry

4 challenges financial institutions have that can be solved with dashboards and reporting

How CRM helps the financial industry


Robert H. Zondag
CTP, Partner


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