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EXPERT ADVICE

Transforming Financial CRM From Retention Mode to Growth Mode

As financial institutions gear up for 2010, many companies are still on the long road to recovery after facing some of the most difficult challenges in years. Mortgage defaults and foreclosures, new regulations on credit card and bank fees, and the constant barrage of related news stories sent customer call volumes through the roof in 2009, as concerned consumers inquired about rates, terms, the threat of foreclosure and fees.

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