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!
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!
Posted in Customer Relationship Management, Financial Wellness, Relationship Banking Tagged with: bank, Barbara Sanfilippo, Bob Romano, Competitive Advantage, credit union, customer experience, customer loyalty, customer relationship, Financial Education, Financial Health, Financial Wellness, High Definition Banking, Relationship Building, Sales Training