Joe Salesky

CEO
CRMNext

As a seasoned leader in software, digital transformation and financial services. Joe heads CRMNEXT, Inc. and strategic growth for the Americas. CRMNEXT powers growth, convenience and service for one million bankers, 65,000 branches and frictionless experience for one billion customers served by large and small banks and credit unions globally. CRMNEXT helps banks grow assets by 10 to 20 percent per year, without increased costs, and grow profits by more than 25 percent.

For more than 25 years he has led the creation of exceptional teams and businesses responsible for disruptive technology-enabled solutions in financial services and the Fortune 500.

Joe has been granted 21 patents for technologies broadly used by both consumers and large enterprises, including mobile banking and the original patent for web-conferencing.

His achievements include the development and successful deployment of mobile banking solutions for 9 of the top 12 U.S. banks and the creation of award winning mission critical systems for more than half of the Fortune 500.

Under the Clinton Administration, Joe was honored to be invited to serve as a founding member of the Council for Excellence in Government and be subsequently benchmarked as a leader by the inter-governmental technology leadership consortium.

In addition to his role at CRMNEXT, Joe currently serves on the board of Beyond Differences, working to empower youth and end social isolation in schools.

He and his wife Linda live in Marin County, California and have four daughters

Day One: July 23rd 2019 Reimagining The Purpose of Your Branch Network

Tuesday, July 23rd, 2019

12:15 PM Panel: Enabling Deposit Growth For Your Institution with Service and Sales Automation in Branch

For those that don’t have the luxury of adding new locations to grow, how do you start bringing new money in from existing and new clients? In many cases, that involves adding in new technology that will both move easy transactions to self service and put the needs of the customer right in the hands of your teller. With less menial transactions to take care of and more info on the customers walking in the door, your tellers can start to grow relationships with their customers and become advisors- long term relationships like these are the best way to get your customers to trust you enough to buy more of your products. Join this panel to hear how top banks and credit unions are using automation to help them grow and be more efficient!

oHave you found the ideal balance between self service, assisted self service or full teller service?

oDoes it vary by location based on the customers that visit each?

oAre you thinking customer first when thinking about this blend, given the preferences of different age groups?

oHow does your branch channel weave in with the rest of your channels? Have you given your customers enough ways to interact with you in person and online?

oGiven the renewed focus on personalization in banking and the desire for creating deeper personal connections with customers, have you changed your strategy at all?

oAre your staff members equipped with the right skills and technology to have these important conversations?

Check out the incredible speaker line-up to see who will be joining Joe.

Download The Latest Agenda