In the past, the idea of a financial services CRM software was nearly laughable. You may have had software you used to run your business, but the overall package was likely clunky, or it consisted of numerous programs you patched together t...
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Data management is key. It is important to use statuses effectively and created lists in the Student Loan CRM that are relevant and usable. Setting up and managing ongoing marketing efforts through our student loan CRM helps you convert mor...
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Over the past three years, we’ve seen the student loan consolidation industry evolve significantly. It parallels the way the debt settlement market changed after 2010. More than ever, sales and servicing organizations in the student loan in...
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