Digital and effective Client Relationship Management (CRM) #DigLitBootcamp – EaSI Technical Assistance Webinar

Digital and effective Client Relationship Management (CRM)

 14 April 2020, Tuesday, 11:00-12:00 (Warsaw, Amsterdam, Sarajevo)


The webinar will discuss key rules and tips in setting up an effective Client Relationship Management, using digital tools. We are going to talk about various functionalities of CRM: using it for potential clients onboarding, for managing the contact and sales with existing clients, as well as for data analysis. In the end, we will look also into the future: data management platforms and artificial intelligence. The participants will be able to clarify, how to get things right in their own context, avoiding unnecessary investments. The main speaker will deliver an interactive online session with plenty of opportunities for engagement through polls and live questions:

Presenter: Bernard Golko, independent consultant



Bernard is an executive with a proven ability to develop and implement Digital Strategies. He have led key online initiatives for several major international financial organizations in Poland. He is recognized on the market as expert in aspects of Digitisation and Process Reengineering.
In 2009 he created first on the polish market holistic tool for ROI based on-line acquisition optimization (currently used in several companies). He serves as independent advisor on Business Digitisation, Marketing Strategy, Fintech and Profitability Development. Creator of ‘Reversed Performance Marketing Model’. 

This is an overview of all sessions from the webinar series on digitalisation of microfinance institutions:

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The webinar is financed under the EU programme for Employment and Social Innovation (EaSI) and attendance is free of charge. The session is primarily tailored for smaller microfinance institutions, which do not have a fully-fledged IT department or for those at the start of their digital transformation.

This webinar has received financial support from the European Union Programme for Employment and Social Innovation “EaSI” (2014-2020). For further information please consult:
The information contained in this webinar does not necessarily reflect the official position of the European Commission.