Beating the Big Banks – BancVue's SugarCRM Journey

Simply stated, CRM is about attracting and retaining customers. These goals become more complex when you are competing against large financial services companies in the current economic climate. This session will describe how BancVue took on the big banks with the help of SugarCRM partner Levementum. The webcast will detail how BancVue created a services-based architecture focused on four goals: grow core deposits, attract new customers, increase retention rates and boost profitability.

Speakers:

• Jon Parmley, BancVue
• Geoff Mobisson, Levementum
• Jan Sysmans, SugarCRM