Updated Tuesday, March 31, 2015 as of 7:22 AM ET

Email This Article

OneUnited Deploys New CRM Tool to Drive Sales, Improve Service

Penny Crosman

Using new technology from Salesforce, the Boston bank is arming staffers with real-time customer data in a bid to increase wallet share, speed up decisions and help it handle problems quickly and efficiently.

Login for Registered Users:

Log in below to email an article:

Advisors on the Move: Merrill Loses Billion-Dollar Advisor, Lures Teams With $800M
The March Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

April 22, 2015 | Plantsville, Conn.

April 26, 2015 |

June 18, 2015 | New York Hilton Midtown, New York, NY

June 24, 2015 | Chicago, IL

Already a subscriber? Log in here