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Banking on Experience powered by CRMNEXT

Dec 28, 2020

It's time to humanize business. Both customer experience and employee experience really just provide the metrics for how human your business is.

If your employees don't do the right thing for the customer because they're human, you've got the wrong people.

In this episode, I interview Stacy Sherman, head of employee...


Dec 20, 2020

Financial health is about your money. Financial well-being, however, is about your emotional relationship with money.

People are emotional beings. Sometimes our financial well-being matters more than our financial health.

In this episode, I interview Jennifer Robison, Senior Editor at Gallup, and Anson Vuong


Dec 6, 2020

Financial Education. Most of us could all use a whole lot more of it. But, in today’s world of online information overload (and limited in-person contact), what’s the best way for financial institutions to help offer that education to customers and members?

Enter our esteemed guests this week on CRMNEXT’s Banking...


Nov 29, 2020

When the evil corona-villain emerged, Bank and CU Superheroes rallied and rose to the challenge. Nearly 50 such heroes were nominated for CRMNEXT’s Right On The Money 2020 Contest, and we were blown away by the good that’s being done by financial institutions all over America!

This week’s episode of Banking on...


Nov 22, 2020

Leadership. The word encompasses a whole lot, but one thing’s for sure: the positive impact good leaders can have on their employees is priceless. And on this week’s episode of Banking On Experience, CRMNEXT’s James Gilbert is joined by one such leader. Katie Nehl- Communications Manager at First Community Credit...