Change Management for Banking, Credit Unions, Mortgage . . . Why Choose It?
Financial institutions spend an average of 6-8 months selecting a CRM system – defining business goals, building a business case and hosting countless demos. Now the real work begins! To ensure the project is successful, attention to business process and change management is key. A properly planned and implemented CRM project allows a bank or credit union to improve the customer experience.
CRM projects focus specifically on the deepening of customer relationships, and the process by which these relationships are developed becomes a critical part of the project. Change management is an approach that incorporates strategies, people and tools in order to ensure that the changes being implemented achieve what they are intended to do.