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!

 

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

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!

 

Posted in Customer Engagement, Customer Relationship Management, Experience Management, Financial Wellness, Member Relationship Management 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: , , , ,

Financial Wellness – Are You Missing a Growth Opportunity?

Financial Health, Barbara Sanfilippo, High

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!

 

Posted in Customer Relationship Management, Financial Wellness, Relationship Banking 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: , , , , , , , , , ,

Is Your Onboarding the Beginning of the End of the Relationship? – Relationship Management in Action

Customer Loyalty, Member Loyalty, Onboarding, Reboarding, High Definition Banking

Member or Customer Loyalty – You May Have Less Than You Think I’m sure you’ll agree that creating a welcoming onboarding experience for a new customer or member should be the beginning of a long-term relationship. Well, guess what? In most banks... Read More | Share it now!

 

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

Wisdom Your Mom Might Have Given About Financial Sales

High Definition Banking

What Mom Might Say About the State of Today’s Sales Cultures “You won’t be happy until you break that, will you?” We see a lot of broken and/or stagnating sales cultures these days, and leadership teams are not happy about it. Mom... Read More | Share it now!

 

Posted in Blog, Customer Relationship Management, Member Relationship Management