Community Bank Drives Business Growth With Better Customer Relationships

Overview

The 20 branches of County National Bank serve more than 52,000 customers in central Pennsylvania. To encourage greater growth and revenue, bank executives researched ways to increase the volume of qualified referrals generated by tellers. With the help of Microsoft Gold Certified Partner Plus Consulting and Fincentric Corporation, County National Bank implemented Microsoft CRM 1.2, now part of Microsoft Dynamics, and integrated it with Wealthview Leadbuilder, a lead-generating solution software. Targeted product prompts provided by Wealthview Leadbuilder help enable the bank's tellers to speak knowledgably about the services and products offered by County National Bank.