Top 50: What Bankers Love (one is High Definition Banking®)

Independent Community Bankers of America publishes an article called The 50 People, Places And Things Community Bankers Love

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!

 

Posted in Blog, CRM Software, Relationship Building, Relationship Selling, Uncategorized 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: , , , , , , , , , ,

Do You Have a Broken Sales Culture? – 1.5 Years Later

Many bank and credit union execs don’t even realize they have a broken or stagnating sales culture. High Definition Banking®

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!

 

Posted in Bank Sales Training, Blog, Credit Union Sales Training, CRM Software, Onboarding, Relationship Building Tagged with: , , , , , , ,

Financial Illiteracy and Worries Offer Opportunities – Be a Coach!

GenXer’s, GenYer’s and some boomer need financial education. High Definition Banking®

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!

 

Posted in Banking Relationship Management, Blog, Customer Relationship Management, Member Relationship Management, Relationship Building Tagged with: , , , , , ,

How A Single Phone Call Saved Our Customer Relationship

High Definition People

 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!

 

Posted in Bank Sales Training, Blog, Credit Union Sales Training, CRM Software, Customer Loyalty, Relationship Building Tagged with: , , , , , , , , , ,

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!

 

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