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May 21st, 2026 1:00 PM EDT  45 minutes

Siloed Banking is over: the CRM & AI playbook for banks and credit unions

Join us for a live session showing exactly how banks and credit unions are replacing manual operations, disconnected data, and slow processes with a modern CRM model built for how financial institutions actually work.

01 Days
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Hosted by:

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Melissa Skaggs
Webinar Agenda

What we'll walk through

1:00 p.m. EDT
The State of the Industry
 Why legacy tools can no longer keep pace with the compliance and operational demands facing banks and credit unions today. 
1:15 p.m. EDT
What the Ideal Operating Model Looks Like
 The target state, unified data, automated workflows, continuous compliance monitoring, and what it takes to get there.
1:25 p.m. EDT
Live Walkthrough: The Finance CRM Data Model
 Every object, relationship, and automation trigger in the data model built specifically for financial institutions. 
1:45 p.m. EDT
Live Q&A
Bring your specific challenges, we will answer them directly

Save your seat for this Webinar
Benefits CRM Automation 1.1

Built for financial institutions. Not adapted from something else.

 The centerpiece of this session is a purpose-built CRM data model for banks and credit unions. Not a generic structure adapted for finance, one built from the ground up around the workflows, compliance requirements, and data relationships that define the industry. 

  • Unified member and customer record, one source of truth across all departments.

  • Product and account holdings linked directly to the customer profile.

  • Automated onboarding pipelines with built-in compliance checkpoints.

  • KYC and identity verification as structured and trackable data

  • AML alert routing and audit trail captured automatically.

  • Marketing segmentation and consent management built into the data layer.

  • Role-based dashboards for ops, marketing, compliance, and leadership.

Sounds familiar?

 Banks and credit unions are managing growing complexity with tools that were never built for it. The result is operational drag that compounds quietly — and costs more than most institutions realize.  

  • Your Teams Operate in Silos

  • Onboarding takes longer than it should

  • Manual processes are eating your team's time

  • Your marketing team can't connect campaigns to results

  • Your marketing team can't connect campaigns to results 

  •  Compliance readiness is reactive, not systematic 

Siloed Banking Pain Points 1.1

5 outcomes that change how your institution operates

This webinar maps directly to the operational improvements that matter most to banking and credit union leadership.

BDRs stuck in repetitive work

One Unified View of Every Customer

Every team (ending, operations, marketing, service) working from the same complete, real-time record. No more chasing data across systems.
No follow-up, no conversion

Compliance That Runs Continuously, Not Quarterly

Shift from reactive evidence scrambling to a system that keeps KYC, AML, and audit documentation current and automatically.
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Onboarding Cycles Cut Dramatically

From weeks to days. Automated workflows guide members through every step without dropped handoffs, manual follow-ups, or duplicated effort.
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Real Operational Cost Savings

When manual processes are replaced by automated workflows, the hours add up fast. We'll show you where the savings come from and what they look like at scale.

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Marketing that can finally prove its impact

Connect campaigns to opened accounts and closed loans. Know which channels are actually driving growth — and stop spending on the ones that aren't.

 

Your competitors are already automating. Your members already expect it.

Join operations leaders, marketing teams, and executives from banks and credit unions who are ready to stop patching disconnected systems and start building something that actually scales.

About our hosts: 

jOSH

Josh Domagala

Sales Director NAM

With over 7 years of experience in sales and consulting, Josh is passionate about helping clients solve real challenges. His value-driven approach is based on fit, experience, and commitment to achieving impactful business results.

Melissa Skaggs

Melissa Skaggs

Senior Services Consultant

With five years of HubSpot expertise, I build high-performing CRM architectures that align technical operations with financial clarity. I specialize in turning manual workflows into automated RevOps engines that maximize revenue and operational efficiency.