Case Study: Beating the Big Banks
BancVue's SugarCRM Journey
Hear Levementum's Geoff Mobisson discuss 'Beating the Big Banks - BancVue's SugarCRM Journey' at SugarCON 2010. Contact us for a Levementum discount on admission - 480-320-2500.
Simply stated, CRM is about attracting and retaining customers. These goals become more complex when you are competing against large financial services companies in the current economic climate. This session will describe how BancVue took on the big banks with the help of SugarCRM partner Levementum. The case study will detail how BancVue created a services-based architecture focused on four goals: grow core deposits, attract new customers, increase retention rates and boost profitability.
Speaker(s):
Geoff Mobisson, Managing Director, Technical Services, Levementum
Geoffrey Mobisson is the founder and Managing Director of Levementum, a SugarCRM Gold partner. Geoff brings extensive leadership skills and more than a decade of CRM and Sales Operations experience to Levementum. Geoffrey's experience in CRM has spanned multiple industries and multiple CRM platforms. Geoff has personally led several successful CRM and Change Management implementations for large and small global multi-channel sales organizations. Prior to his work at Levementum, Geoff was Executive Vice President and Founder of Dataweb Technologies, an Oracle Applications Consulting Firm. Geoff received a BS in Electrical Engineering from MIT and an MBA from the Harvard Graduate School of Business Administration.
