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!
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!
Top 50: What Bankers Love (one is High Definition Banking®)
We’re honored! Every year the Independent Community Bankers of America publishes an article called The 50 People, Places And Things Community Bankers Love. They ask member CEO’s what’s been working for them, how they’ve stayed ahead of the... Read More | Share it now!
How To Get Staff to Engage Customers and Members and Use CRM Software, Part 1
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!
Do You Have a Broken Sales Culture? – 1.5 Years Later
Many Bank and Credit Union Sales Cultures Could Use a Makeover See if this sounds like your organization. Your people may be generating business with transactional sales, but it’s holding them back from developing relationships and the organization... Read More | Share it now!
Financial Illiteracy and Worries Offer Opportunities – Be a Coach!
GenXer’s, GenYer’s and Even Some Boomers Need Your Help Eighty three percent of GenX workers age 36-49 believe they’ll need to save $1 million or more to retire and almost 1/3 believe they’ll need more than $2 million. So far, however, they... Read More | Share it now!
How A Single Phone Call Saved Our Customer Relationship
We Were Disengaged and Ready to Leave Our Bank Imagine you’re a long-term, high-potential customer or member with your bank or credit union. You have several products with them, never visit a branch, only use automated and online services and... Read More | Share it now!
Are You Underwhelmed With Your Onboarding Program? – Relationship Management in Action
Many Onboarding Programs Are Not Making the Grade From our experience in working with banks and credit union clients, we find many onboarding programs are not meeting management expectations. Is your program as effective as it could be? Ask yourself... Read More | Share it now!