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The web shopping experience is now a key influencer of branch sales and a channel-coordinated strategy will be needed to nurture sales momentum.
As banks renew their focus on middle-market lending, they may need to take a closer look at existing sales management and processes.
As banks increasingly reorient their tellers from transactions to sales, executives must also think through the strategic implications of this shift.
Using customer data at the point-of-sale with eligibility analytics can help banks implement a simpler and more efficient sales process.
Affluent customers can’t pay for the entire flight; instead, a high-volume sales effort to mass market consumers is critical in covering the fixed costs of retail banking.
Successful cross selling requires a cross-functional team approach that is led by marketing but includes customer service, sales, executive leadership, and information technology.