Maximize your CRM and Elevate Customer Engagement
From BISA Industry TrendWatch by Stathis Partners, LLC.
December 16, 2025 · 55 min · Episode 53
About this episode
This episode discusses strategies to enhance customer relationships and optimize CRM solutions for financial institutions.
A solid CRM strategy is crucial for any financial institution that wants to thrive in today’s competitive environment. This discussion shares strategies and best practices to enhance your customer relationships and grow your program by leveraging data and your CRM solution. Subjects include: Creating a single Source of Truth Leveraging AI for CRM optimization Data and the 360-degree client view Advisor adoption This episode is recorded from a BISA sponsored webinar where we were joined by Solomon Schmidt of KeyCorp and Brian Venn of California Credit Union, with cross-channel insights and commentary provided by Chris Melton from Ameriprise.
People in this episode
Guests: Solomon Schmidt, Brian Venn
Topics covered
- CRM strategy
- customer engagement
- data optimization
- financial institutions
- AI in CRM
- client relationships
Keywords
- CRM
- customer engagement
- financial institutions
- AI
- data
- client view
- advisor adoption
Mentioned in this episode
Organizations: KeyCorp, California Credit Union, Ameriprise
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