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Banking on Experience powered by CRMNEXT

Sep 27, 2020

Let’s talk about language skills- more specifically, how diversifying yours can create some serious growth in your organization and in your community. This week on Banking On Experience, CRMNEXT’s James Gilbert is joined by guest expert, Luis A. Valdez-Jimenez who offers some stellar perspective on the...


Sep 21, 2020

Working from home? Yeah, us too. And among the many challenges around our “new normal” comes the question of how Financial Institutions can give employees new meaning and improve morale in this WFH environment. But you’re in luck! This week on Banking On Experience, CRMNEXT’s James Gilbert is joined by Jill...


Sep 14, 2020

Is your sales approach earning you a throat punch? Don’t pitch slap people! On this week’s episode of Banking On Experience, CRMNEXT’s James Gilbert sits down with Amy Downs- CEO of Allegiance Credit Union, Keynote Speaker, and Author to discuss the dos and don’ts of sales pitches.

What’s covered?

· The story...


Sep 7, 2020

Life is change, but oh the evolving we’ve been doing this year! – And the member experience is no exception. On this week’s episode of Banking on Experience, CRMNEXT’s James Gilbert is joined by Britney Bailey of EXCEL Federal Credit Union to discuss in depth just how the member experience has changed and...


Sep 6, 2020

Diversity. Equality. Inclusion. It’s stand-up, speak-out, real-talk time. And on this week’s episode of Banking On Experience, Michael Murdoch of Wauna CU joins CRMNEXT’s James Gilbert to share how Credit Unions can help bring diversity to life.

What’s covered?

· Michael talks about partnering with a local...