ABC's of CRM
This white paper discusses the importance of Customer Relationship Management (CRM) in a financial institution. It includes some basic definitions of CRM and gives some practical examples of good uses of CRM.

The Cost of Being Complacent
This white paper discusses reasons why a financial institution cannot afford not to use a Customer Relationship Management (CRM) system.

CRM in Core Processing Applications
This white paper addresses how integrating CRM with a core processing system can provide online real-time data about the financial institution's customers or members. The paper also discusses how this integration can translate into real dollar savings from operations and improved ROI from marketing and sales programs.

CRM Unwrapped
The CRM industry continues to prescribe big, horizontal CRM software that's put into smaller packages as what small and midsize businesses (SMBs) need? SMBs have strikingly unique requirements for CRM solutions. Obviously, they have fewer people, less time and are critical in delivering a viable solution to SMBs. This whitepaper discusses seven key differences that are critical in delivering a viable CRM solution to SMBs.

The Future of CRM in Small and Midsize Businesses
This white paper discusses the value of a CRM system for a small- or midsize business. It also focuses on what CRM technology is available today and what small- and midsize businesses can expect to see 3-5 years from now.

Using Profit to Maximize Your CRM System
Profitability can be the most robust data element within a CRM system. This white paper discusses the importance for a financial institution to have a CRM system that can utilize profitability assumptions to calculate customer and product profitability.