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Embedded analytics within a structured sales process can help banks offer personalized products, services and resources to customers.
In an omnichannel environment, banks need to move from strategies that 'pull' customers through points of interaction to those that actually anticipate and then meet customer needs.
Barbara Corcoran, star of ABC’s hit show Shark Tank and upcoming speaker at BAI Retail Delivery 2015, says new project advocates need to incorporate ‘entertainment value’ into their pitches for funding.
Customer journey management is a concept that can finally transform one-on-one marketing into a reality.
Hiring bankers who can sell requires an effective recruiting system that you implement on a consistent basis.
Branch staffing decisions should be based on markets, customers and local sales dynamics, not spreadsheet averages driven by operating results.