The Power of an Appointment to Connect, Engage, Close More Business in Banks and Credit Unions

Make an Appointment

Heading The Power of an Appointment to Connect, Engage, Close More Business in Banks and Credit Unions   The Power of an Appointment to Connect, Engage, Close More Business in Banks and Credit Unions     The Power of an Appointment to... Read More | Share it now!

Posted in Blog, Customer Relationship Management, Member Relationship Management, Relationship Building, Relationship Building Skills

Differentiate Your Bank or Credit Union – Help People Get on Track Due to Coronavirus Job Loss

Thirty to forty million Americans have been removed from payrolls as a result of the coronavirus pandemic and related shutdowns. This is just the beginning. A March 20-22 Gallup poll shows that 61% of Americans expect a recession and 52% say... Read More | Share it now!

Posted in Banking Relationship Management, Blog, Credit Union Sales Training, Customer Relationship Management, Relationship Building Tagged with: , , , , , , , , ,

3 Tips to Deepen Customer Relationships During COVID-19

While practicing social distancing, I’m tired of being cooped up inside, canceling plans and hunting for toilet paper. I miss seeing my neighbors’ warm smiles as they wave hello covered with the latest fashion-inspired mask.  If you relate, your... Read More | Share it now!

Posted in Banking Relationship Management, Blog, Credit Union Sales Training, Customer Relationship Management, Relationship Building Tagged with: , , , , , , ,

Tips for Coping and Connecting in a COVID-19 World

You Have More Control Than You Think I’m sure you’ll agree, it’s a scary time right now. Our lives have been completely disrupted in ways we could never have imagined. Our country is shut down, we’re sheltering in place, distancing from others... Read More | Share it now!

Posted in Blog Tagged with: , ,

Four Reasons Your Credit Union or Bank Sales Initiatives May Flounder

Four Reasons Your Credit Union or Bank Sales Initiatives May Flounder High Definition Banking®

Whether It’s Sales Training, Customer Relationship Management or Increasing Staff Recognition, Any Initiative Can Derail If you’re looking to implement important sales training, customer relationship management or other initiatives for 2020 or... Read More | Share it now!

Posted in Blog, Sales Initiatives Tagged with: , , , ,

Discover Customers’ 2020 Resolutions – Relationship Management in Action

High Definition Banking

To Solidify the Member or Customer Relationship, Ask About Their New Year Resolutions, Dreams and Goals As we enter a brand new year, there’s a good chance you made some resolutions or goals you’d like to achieve in 2020 and beyond.  Many of your... Read More | Share it now!

Posted in Blog, Customer Relationship Management, Member Relationship Management, Onboarding Tagged with: , , , , , , , , , ,

7 Questions to Improve Customer Relationship Management and Boost Organic Growth

Effective use of CRM (customer relationship management) boosts customer loyalty and organic growth, High Definition People

Banks and credit unions need to focus on key questions for customer loyalty and long-term organic growth When beginning a project to help a new client transition beyond transactions to a relationship culture or improve their onboarding program, we... Read More | Share it now!

Posted in Blog, Customer Engagement, Customer Loyalty, Customer Relationship Management, Member Relationship Management Tagged with: , , , , ,

How To Boost Organic Growth With Reboarding — Relationship Management in Action

To grow your bank or credit union organically, focus on building the relationship, not just selling product. High Definition Banking®

Customer Loyalty To Our Bank Was Fading Fast Imagine you’re a long-term, high-potential customer with your bank or credit union. You have several products with them, never visit a branch, only use automated and online services and don’t know... Read More | Share it now!

Posted in Blog, Customer Engagement, Customer Loyalty, Customer Relationship Management, Member Relationship Management, Relationship Selling Tagged with: , , , ,

Top 50: What Bankers Love (one is High Definition Banking®)

Independent Community Bankers of America publishes an article called The 50 People, Places And Things Community Bankers Love

We’re honored! Every year the Independent Community Bankers of America publishes an article called The 50 People, Places And Things Community Bankers Love. They ask member CEO’s what’s been working for them, how they’ve stayed ahead of the... Read More | Share it now!

Posted in Blog, CRM Software, Relationship Building, Relationship Selling, Uncategorized Tagged with: , , ,

Does Your Sales Management Training Place Too Much Weight on Reviewing Results?

Sales managers become misguided when they spend more time on results than on showing people how to get the results

Most Bank and Credit Union Sales Managers Are Off Course… One of the most frequent comments we hear from CEOs and senior execs at banks and credit unions is, “Our managers spend too much time on operational issues and reading sales reports... Read More | Share it now!

Posted in Blog, Sales Management, Sales Training Tagged with: , ,