Future Branches Boston 2024

June 24 - 25, 2024

The Westin Copley Place, Boston, MA

Stephanie McClendon

Chief of Retail Community Banking First Federal Bank


Day One: June 24th 2024

2:45 PM Case Study: Integrating a CRM So Your Customer’s Data Points Are Always in Your Employees Hands

·      How do you begin to understand where customer data is located?

·      Looking at the tools that would be able to pull this data into one place for you

·      Working on integrating this data into your core, so that it is present in all systems/locations that your customer interacts with

Training front-line employees to find the customer records that give an end-to-end picture of where your customer interacts with your brand

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

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