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From Rolodex to Ecosystem: How AI is Changing CRMs in Banking episode artwork

EPISODE · Sep 18, 2025 · 26 MIN

From Rolodex to Ecosystem: How AI is Changing CRMs in Banking

from Fintech Unleashed: Unlocking Innovation in Finance · host Engage fi

In this episode, Virginia is joined by James White, Principal Strategist at Engage fi, for a deep dive into CRMs and AI. They explore how AI has transformed CRM from a static system of record into a dynamic tool that drives meaningful action. Virginia and James highlight the tangible results financial institutions are already seeing with AI-powered CRMs and look ahead at how AI driven and CRM driven banks and credit unions can future proof themselves against disruption in the financial services industry.Tell Us Your Thoughts

What this episode covers

In this episode, Virginia is joined by James White, Principal Strategist at Engage fi, for a deep dive into CRMs and AI. They explore how AI has transformed CRM from a static system of record into a dynamic tool that drives meaningful action. Virginia and James highlight the tangible results financial institutions are already seeing with AI-powered CRMs and look ahead at how AI driven and CRM driven banks and credit unions can future proof themselves against disruption in the financial servic...

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From Rolodex to Ecosystem: How AI is Changing CRMs in Banking

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Frequently Asked Questions

How long is this episode of Fintech Unleashed: Unlocking Innovation in Finance?

This episode is 26 minutes long.

When was this Fintech Unleashed: Unlocking Innovation in Finance episode published?

This episode was published on September 18, 2025.

What is this episode about?

In this episode, Virginia is joined by James White, Principal Strategist at Engage fi, for a deep dive into CRMs and AI. They explore how AI has transformed CRM from a static system of record into a dynamic tool that drives meaningful action....

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Fintech Unleashed: Unlocking Innovation in Finance episode?

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