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!
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!
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!