Clearview Federal Credit Union Modernizes Marketing and Lead Management with BDO Digital “If someone was sent an email and then came into a branch, we wouldn’t know it, and we couldn’t follow up that visit with effective communication,” Snider said. “For example, we couldn’t send a text thanking them for their business, or a follow-up email with information about a new product or service. We needed help building a path to success and putting the systems, processes and strategy in place to support our digital roadmap.” Today’s consumers expect seamless experiences across every interaction with a brand – and that includes interactions with their financial institutions. Whether they’re depositing a check, shopping for mortgages or opening an account, they want their b

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