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Engaging Perspectives

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CRM

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 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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