Charles has extensive experience as a banker and a consultant and is a well-known public commentator on financial services industry issues. Beginning his career with Citibank as a commercial lender, he also worked as a merchant banker with Schroders and Bankers Trust and as a consultant with Mercer Management Consulting and McKinsey & Co. before founding FIC Advisors in 1995.
Spelling out a partnership with AFCs isn’t always as easy as ABC. But the dynamics promise to evolve in the next few years.
The banking industry has a golden opportunity to enhance the practice in a way that creates a win for all.
Linking private and business banking enables bankers to serve both the commercial and personal requirements of business owners – if they can overcome internal silos.
Crossing selling effectively is difficult, as every banker knows, but following six key techniques can help you improve the odds.
For the New Year, bankers need to resolve to empower employees to make decisions, curb internal bureaucracies, plan for stretch goals and reclaim their pride in their profession.
A bank’s strategic priorities for 2016 should include building excellence in cross sell, improving IT management and determining how to partner with alternative finance companies.