Maximize every relationship with Wipfli Connect for Banking. Built on Microsoft Dynamics CRM, this comprehensive CRM enables banks to:
- Drive noninterest income
- Maintain or improve margins
- Identify and leverage the most profitable relationships
- Improve cross-sell referrals
- Grow market share
- Delight customers with exceptional service across all touch points
Technology experts work with clients to improve processes, increase retention, build a sales culture, enhance customer service, and streamline communication.
Featured Expertise
Matt Gelb
With over 20 years of experience, Matt Gelb provides business analysis and project management services for enterprise-wide business application implementations and process improvement efficiencies, with a primary focus on customer relationship management (CRM).
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