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Harnessing CRM-Core Integration to Optimize Efficiency

June 6, 2024

11:00 AM PST | 1:00 PM CST | 2:00 PM EST

Core banking solutions are necessary, but not always user-friendly. Banks are now activating real-time alerts and seamlessly managing accounts by integrating their core with CRM.

In this webinar, our integration specialists explain:

  • How this integration enables real-time alerts and profile enrichment 

  • Key considerations and must-ask questions 

  • Best practices for building integration workflows

  • How to design essential integration functions to match your institution

  • And, more!

Key Takeaways

How integration builds a 360 view and eliminates data siloes

Considerations for integrating your core with your CRM

A demonstration of what real-time alerts and CRM profile enrichment can look like

Best practices for data entry and integration workflows to keep your teams aligned

Must-ask questions and must-know information during a CRM-core integration project

A Few of our Clients

harbor one bank logo
hometown national bank (2)
American-Chartered-Bank-Logo (2)
Leader_Bank_Logo (1) (1)
Cornerstone Bank
westamerica-bank
ccu logo
FHLB (2)
ent credit union
NCS credit logo
CBIS
honor credit union
grant thornton (1)
first american

About Your Host

Technology Advisors is a digital transformation consultancy that helps progress-driven organizations find, implement, customize, and integrate best-in-class software to grow. Learn more about us on our website or read our G2 reviews! 

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MEGAN SHEEHAN REVISED-1
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Sam Biardo
Founder & CEO, Technology Advisors
Integration Specialist, StarfishETL

Megan Sheehan
COO, Technology Advisors

Danine Midura
Marketing Director, Technology Advisors


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In this clip from our 2023 No Code Workshop, Creatio CRM presented key findings on the state of the industry for banks and credit unions. What's driving their investments and why? 

Proud IBA and CBAI Member

Technology Advisors is a proud member of the Community Bankers Association of Illinois and the Illinois Bankers Association. 

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