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Effective customer onboarding requires choreographing all the communication streams that flow towards a new customer, regardless of channel or product line technology.
An automated customer experience management program enables banks to gather customer feedback in real time – and gives them a chance to keep complaints from turning into defections.
Advertising guru John Gerzema says that financial institutions must accommodate themselves to a shift in consumer values post-financial crisis.
In the wake of the financial crisis, helping customers in their time of need may be the key to competitive advantage and stability for the future.
Turning managers into sales coaches is the key to effective sales performance on the branch frontline.
Consultant Kevin Hoffberg says building a high-performing sales culture in banking requires athletic-like focus and determination.