Banks and Credit Unions Need an Appointment Making Strategy I hate wasting time. Standing in long lines, being placed on hold and playing phone tag is frustrating. When I need important information or advice, I want it quickly with a knowledgeable... Read More | Share it now!
The Power of an Appointment to Connect, Engage, Close More Business in Banks and Credit Unions
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 2020 Gallup poll shows that 61% of Americans expect a recession and 52% say it’s... Read More | Share it now!
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!
Discover Customers’ 2020 Resolutions – Relationship Management in Action
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!
Four Steps to Ensure Your Staff Uses Your CRM to Build Relationships
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!
Is Your Sales Training Aligned With Your Bank or Credit Union Brand Promise? – Relationship Selling in Action
Staff: “The last place I worked at didn’t really care about the customer and now I see the same thing here.” Execs: “We have some resistance to our sales program.” “We’re losing good people AND too many members.” Customer: “I... Read More | Share it now!
Emotional Connection is the Key to Customer Engagement
Digital services can be detrimental to personal connections. Learn why it’s important to make emotional connections and increase customer engagement. In the drive for organic growth chances are your bank or credit union is evaluating every... Read More | Share it now!
7 Questions to Improve Customer Relationship Management and Boost Organic Growth
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!
How To Boost Organic Growth With Reboarding — Relationship Management in Action
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!
Financial Wellness – Are You Missing a Growth Opportunity?
Doctors Improve Physical Health – Bankers Must Improve Financial Health I had an “aha moment” while sitting in the waiting area for a doctor appointment. It occurred to me my doctor’s job is to ask really good questions, diagnose my ailment and... Read More | Share it now!