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OneUnited Deploys New CRM Tool to Drive Sales, Improve Service

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Drop in at a branch of OneUnited Bank and you will see staffers roaming branches armed with iPads loaded with real-time information about their walk-in customers their recent calls to the call center, open loan referrals, and online, mobile, branch and ATM transactions. With all that information right at their fingertips, the bank's sales representatives are able to quickly identify each person's recent complaints or any potential financial needs that have not been met, and make relevant suggestions.

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