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: , , ,

Mobilize Staff to Increase Customer Engagement, Heighten the Customer Experience and Grow Your Bank or Credit Union

Register for this webinar: Mobilize Staff to Increase Customer Engagement, Heighten the Customer Experience and Grow Your Bank or Credit Union

Do your customers or members give you their transaction business but go elsewhere for financial advice, borrowing or investing needs? Does your brand promise or mission focus on creating a remarkable member or customer experience, having strong... Read More | Share it now!

 

Posted in Blog, CRM Software, Cross Selling, Customer Relationship Management, Member Relationship Management, Relationship Banking, Relationship Selling Tagged with: , , , , , , , , , , , ,

How To Get Staff to Engage Customers and Members and Use CRM Software, Part 2

Many bankers only think about pitching product instead of engaging the customer or member. High Definition Banking®

Many Banks and Credit Unions Do a Poor Job With Customer Engagement Two weeks ago we published Part 1 of this two part blog post. If you missed Part 1, please read it here, How To Get Staff to Engage Customers and Members and Use CRM Software. In... Read More | Share it now!

 

Posted in Blog, CRM Software, Cross Selling, Customer Relationship Management, Member Relationship Management, Relationship Banking, Relationship Selling Tagged with: , , , , , , , , , , , , ,

How To Get Staff to Engage Customers and Members and Use CRM Software, Part 1

Get Staff to Engage Customers and Use CRM Software, High Definition Banking, Barbara Sanfilippo

Recently I (Bob) was coaching two bankers, an EVP Retail and VP Marketing. One of them sent me these two questions: “How do we get our frontline staff to engage current and prospective customers in conversation, develop conversations so they are... Read More | Share it now!

 

Posted in Banking Relationship Management, Blog, CRM Software, Customer Relationship Management, Member Relationship Management, Relationship Building, Relationship Building Skills, Transactional Selling Tagged with: , , , , , , , , , ,

Do You Have a Broken Sales Culture? – 1.5 Years Later

Many bank and credit union execs don’t even realize they have a broken or stagnating sales culture. High Definition Banking®

Many Bank and Credit Union Sales Cultures Could Use a Makeover See if this sounds like your organization. Your people may be generating business with transactional sales, but it’s holding them back from developing relationships and the organization... Read More | Share it now!

 

Posted in Bank Sales Training, Blog, Credit Union Sales Training, CRM Software, Onboarding, Relationship Building Tagged with: , , , , , , ,

How A Single Phone Call Saved Our Customer Relationship

High Definition People

 We Were Disengaged and Ready to Leave Our Bank Imagine you’re a long-term, high-potential customer or member with your bank or credit union. You have several products with them, never visit a branch, only use automated and online services and... Read More | Share it now!

 

Posted in Bank Sales Training, Blog, Credit Union Sales Training, CRM Software, Customer Loyalty, Relationship Building Tagged with: , , , , , , , , , ,

Cross Selling’s Unintended Consequence

A big problem for banks and credit unions is they want to grow organically but for the most part, it’s not happening. We suspect we’ll ruffle some feathers when we say many of your staff don’t have a clue how to grow your customer or member base... Read More | Share it now!

 

Posted in CRM Software, Customer Relationship Management, Member Relationship Management Tagged with: , , , , ,

How A Phone Call Saved Our Banking Customer Relationship

We were disengaged and ready to leave our bank This is a true story that may help you prevent loss of customers or members AND increase the amount of business from them. Imagine you’re a long-term, high-potential customer or member with your bank or... Read More | Share it now!

 

Posted in CRM Software, Customer Relationship Management, Member Relationship Management Tagged with: , , , ,