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!
Financial Wellness – Are You Missing a Growth Opportunity?
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!