Ep 14: What Separates Financial Companies In Their Use (or Misuse) Of CRM

OUR GUEST

Ryan Housefield

SVP, Marquis

CRM has often connotes painful feelings from many financial institutions. Failed implementations, slow adoption, or underused features seem to plague these tools from the moment a bank or credit union signs up for the service.

But when implemented correctly and when a company’s culture rallies around the software as part of better service to their customers and members, their power is unquestioned.

On the latest episode, Ryan and Hunter talk about the evolution of these tools over the last decade and what separates the companies that have a CRM verses the companies (and clients) that benefit from a CRM solution.

More About Ryan

Ryan Housefield is a Senior Vice President of Sales at Marquis - an analytics, CRM software, and marketing services provider based in Plano, TX. Ryan started in the industry 10 years ago with a focus on helping community banks and credit unions acquire, grow and retain customer relationships through smart use of data, and targeted sales and marketing strategies. Before that, he worked in the brokerage industry at Merrill Lynch. Ryan graduated from the Stonier Graduate School of Banking and the SMU Business Analytics program.