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.

More episodes of BISA Industry TrendWatch

• OneWealth – Fact or Fiction? · June 11, 2026 · 51 min
• Marketing for Organic Growth · April 7, 2026 · 58 min
• Winning in a Competitive Recruiting Environment · March 23, 2026 · 50 min
• BISA 2026 & Beyond · February 15, 2026 · 47 min
• Leveraging Sales Assistants · December 19, 2025 · 1h 1m
• The Evolution of Virtual Meetings · November 24, 2025 · 50 min

Explore listener stats, chart rankings, contacts and more on the BISA Industry TrendWatch podcast page.