In today’s Financial Services Industry, regardless of what segment you are in, everyone is scrambling to provide a superior level of service. Those who develop a true Customer Experience CRM baseline will outperform the competition.

To help you stand out as a top competitor in the industry, we’re excited to host a Q&A roundtable webinar – coming up next week, Thursday, December 7 at 1:00pm CST. During this webinar, you’ll hear how Moneris, Black Knight Financial Services, and CRM SME, Ed Garry, have deployed Customer Experience CRM programs to provide predictive, proactive, and personalized service regardless of partner or communication channel.

This webinar will be focused around four topics

  • Organizational Alignment & Consensus
  • The CRM Blueprint: Plan for Success & Enterprise Roadmap
  • User Adoption & Change Management
  • Lessons Learned & Best Practices

Our webinar speakers will include Allan Measor from Moneris, Steven Eagerton and Jennifer Justison from Black Knight Financial Services, and a CRM SME, Ed Garry. Feel free to bring questions for these experts! Register today!

financial services

Happy Dynamics 365’ing!

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Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.

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