Whether It’s Sales Training, Customer Relationship Management or Increasing Staff Recognition, Any Initiative Can Derail
If you’re looking to implement important sales training, customer relationship management or other initiatives for 2020 or... Read More | Share it now!
To Solidify the Member or Customer Relationship, Ask About Their New Year Resolutions, Dreams and Goals
As we enter a brand new year, there’s a good chance you made some resolutions or goals you’d like to achieve in 2020 and beyond. Many of your... Read More | Share it now!
Posted in Blog
, Customer Relationship Management
, Member Relationship Management
Tagged with: bank
, Barbara Sanfilippo
, Bob Romano
, credit union
, CRM software
, customer relationship
, High Definition Banking
, High Definition People
, Organic Revenue
, Personal Bankers
, relationship banking
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!
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!
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!
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!
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!
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!
Most Bank and Credit Union Sales Managers Are Off Course…
One of the most frequent comments we hear from CEOs and senior execs at banks and credit unions is, “Our managers spend too much time on operational issues and reading sales reports... Read More | Share it now!
The unravelling of Wells Fargo’s sales culture is causing ripples throughout the bank and credit union industries. The bad press about their sales practices is alarming some banking execs who fear their organization could be painted with a broad... Read More | Share it now!