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James White

James White is a seasoned financial services strategist with over 25 years of experience in banking technology, CRM, and fintech innovation. At EngageFI, he leads consulting engagements that help financial institutions modernize their strategies, deploy AI solutions, and drive growth through smarter engagement. James previously held executive roles at Raddon and Total Expert, where he built high-performing teams and helped banks and credit unions turn data into actionable strategy. His insights have been featured in The Financial Brand, American Banker, Credit Union Times, and BAI.

2 min read

From Data Chaos to Clarity: How AI Makes CRM Worth Driving

Picture of James White James White: 9/23/25 3:10 PM

Key Takeaways From This Blog: Despite billions invested in CRM platforms, most banks and credit unions still struggle with fragmented, unreliable data. Disconnected systems turn CRM into another silo instead of a single source of truth. True ROI...

Data Strategy CRM
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1 min read

CRM Shouldn't Be a Four-Letter Word

Picture of James White James White: 8/27/25 10:25 AM

CRM was pitched as the brain of modern banking. Instead, it became a bloated filing cabinet that is expensive, unloved, overfed with bad data, and...

Technology Strategy CRM
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