From Rolodex to Ecosystem: How AI is Changing CRMs in Banking

In this episode, Virginia is joined by James White, Principal Strategist at Engage fi, for a deep dive into CRMs and AI. They explore how AI has transformed CRM from a static system of record into a dynamic tool that drives meaningful action. Virginia and James highlight the tangible results financial institutions are already seeing with AI-powered CRMs and look ahead at how AI driven and CRM driven banks and credit unions can future proof themselves against disruption in the financial services industry.

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