Banks and Credit Unions Are Focusing More on Member and Customer Relationship Cultures Our recent evaluation of new CRM software for our company reminded us of past bank and credit union clients that fretted their staff was not using their CRM and... Read More | Share it now!
Four Steps to Ensure Your Staff Uses Your CRM to Build Relationships
Top 50: What Bankers Love (one is High Definition Banking®)
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!
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!
How To Get Staff to Engage Customers and Members and Use CRM Software, Part 2
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!
How To Get Staff to Engage Customers and Members and Use CRM Software, Part 1
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!
Do You Have a Broken Sales Culture? – 1.5 Years Later
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!
How A Single Phone Call Saved Our Customer Relationship
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!
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!
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!