January 2019


Another year.

It’s another opportunity to drive toward our goals. This will be the year to exceed customer expectations, welcome new customers and perhaps endure the winter (depending upon where you call home).

In this issue, we will provide you and your team with tools to help with planning, links to help with continual education and some ideas that may help you enhance relationships with your customers (that’s what we do best).

Happy New Year!

Most of you likely finished your 2019 Business Planning sometime last year. Even so, it’s always a good idea to continually evaluate your progress. Planning and continual measurement makes smart sense.

Below are some articles that provide planning insight for now and for the future – whether your looking to start your own business or you’re an established fixture in your neighborhood.

The 8 Best Business Plan Books to Buy in 2019

How to Write Your Business Plan, 2019 Style

Marketing Planning Software

Top 10 Project Management Software in 2019


Now is the time to book your 2019 Conference schedule. Below is a list of Conferences taking place throughout 2019.

Insurance Industry Events 2019

InsurTech Connect

InsurTech FUSION Summit 2019

CardCon 2019: The Conference for Credit and Credit Card Media

CardForum 2019


In this day and age, with Millennials and Gen Z consumers dominating headlines, it’s critical that your company is prepared to respond to customer needs where ever customers reach you: social media, call centers, chat, email, etc.

At cbsi, our comprehensive Social Media Monitoring Tools can help ensure that when customers need you, you’re ready.

To learn more about how cbsi can help you with all of you Customer Engagement Strategies, contact us at info@cbsiservices.com.

Getting ready to kick off the New Year with a new Talking Business for 2019.

In this episode, Jack Hojnar, Chief Marketing Officer for Harrison, NY based cbsiServices.com is the guest of Ken Kraetzer.

The discussion covers key trends in the payments field, increasing influence of Millennials, mobile payment adoption, FinTech, increased fraud levels, Big Data, Artificial Intelligence, Customer Engagement.


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