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Success through selling the sales environment

In an effort to drive revenue, banks continue to place inordinate time and attention on improving sales culture. Experience shows this effort often ends up fruitless and yields disappointing results. Wells Fargo’s toxic sales culture mentality and the Read More

By |2022-10-19T14:21:44-05:00October 18th, 2019|Comments Off on Success through selling the sales environment

Digital transformation begins with operational transformation

It turns out that it’s not just the banking industry’s conservative nature and relatively slow innovation cadence that makes them a juicy target for fintechs. Banks can also be significantly hindered by their historical operating Read More

By |2022-09-15T09:46:30-05:00September 23rd, 2019|Comments Off on Digital transformation begins with operational transformation

Customer experience meets your excellence: How to edge out the competition

In an oversaturated market rife with competition, financial service providers struggle for differentiation—clamoring to shatter the noise floor and garner customer attention. And what do customers want? Easy, user-friendly, personalized customer experiences that get them Read More

By |2022-09-15T09:46:30-05:00September 19th, 2019|Comments Off on Customer experience meets your excellence: How to edge out the competition

Free to check in: Should banks build multi-brands like hotel chains do?

Hotel chains such as Marriott International—with multiple brands under a corporate umbrella—can provide bank marketers for with the ultimate destination for fresh ideas.

Here’s why: Hotel chains often have a lock on maintaining customer Read More

By |2022-09-15T09:46:35-05:00July 15th, 2019|Comments Off on Free to check in: Should banks build multi-brands like hotel chains do?

Attracting millennials by attacking their challenges

Much has been said about millennials (those born between 1981 and 1996) and how they don’t seem interested in traditional banks—a curious state of affairs, given that people need and use banking services for life. What’s Read More

By |2023-06-13T15:53:26-05:00June 27th, 2019|Comments Off on Attracting millennials by attacking their challenges

The top 20 terms consumers use on banking websites

While financial services organizations know the importance of search engine optimization (SEO), few emphasize the need to optimize search and support on their websites. At the same time, more people than ever now engage with a Read More

By |2023-07-25T09:40:33-05:00June 10th, 2019|Comments Off on The top 20 terms consumers use on banking websites

How to combat common employee security mistakes

Whatever news the cheery Monday morning email passes on from the C-suite to the ground troops, everyone needs to make sure they absolutely, positive know who sent it. In fact, it’s paramount. All things being Read More

By |2022-09-15T09:46:40-05:00June 3rd, 2019|Comments Off on How to combat common employee security mistakes

Customer experience, fraud and strong social media

Facebook, Twitter, Instagram, Snapchat and other social media channels play a tremendous role in the everyday lives of many businesses–including banks and other financial institutions. These platforms make it easy to announce company news, provide Read More

By |2022-09-15T09:46:30-05:00May 30th, 2019|Comments Off on Customer experience, fraud and strong social media

How high-touch coaching drives banking sales excellence

Relationship management has changed. To succeed in today’s highly digitized world, relationship managers (that is, your sales staff) must cultivate the art of high-touch selling. This means that your people make meaningful human connections that focus Read More

By |2022-10-19T14:56:49-05:00May 16th, 2019|Comments Off on How high-touch coaching drives banking sales excellence

Three ways to deliver first-class customer engagement

Customer engagement is a two-way street. It’s easy for financial institutions to talk about what they want from their side of the relationship—loyalty, bigger wallet share, primary financial status. But it’s harder to execute a strategy Read More

By |2023-07-25T09:35:14-05:00May 7th, 2019|Comments Off on Three ways to deliver first-class customer engagement

The reg that begs the question: How well do you really know your customer?

“Know your customer” (KYC), while a critical regulatory requirement, can quickly get gummy and frustrating when data is scattered across multiple systems. Financial institutions collect massive amounts of customer data—where people live, what they drive, Read More

By |2022-09-15T09:46:40-05:00May 2nd, 2019|Comments Off on The reg that begs the question: How well do you really know your customer?

Why marketing must work hand-in-glove with IT

Can marketing’s creative, spontaneous spirit productively partner with IT’s more structured, security-obsessed culture?

It has to.

The most brilliant big ideas produced by the marketing team will go nowhere fast if  the technology needed to execute is not Read More

By |2023-07-24T17:03:16-05:00May 1st, 2019|Comments Off on Why marketing must work hand-in-glove with IT

The most valuable keys to customer engagement

Despite a newfound fascination with customer engagement, banks know it’s a constantly moving target that doesn’t reward indecision or momentary distractions. It takes strong resolve and concentration to stay on top Read More

By |2023-04-17T16:17:26-05:00April 16th, 2019|Comments Off on The most valuable keys to customer engagement

Bank marketing moves from funnel to the flywheel

Financial services professionals traditionally see their marketing efforts through the lens of the “sales funnel” or “marketing funnel”; it’s been that way for decades. But working within that model could actually cause you to miss Read More

By |2022-09-15T09:43:19-05:00April 11th, 2019|Comments Off on Bank marketing moves from funnel to the flywheel

Pay attention to retention: How banks can turn around client churn

It’s been almost 250 years since Adam Smith penned “The Wealth of Nations,” helping set off an industrial revolution now in its fourth iteration. What would Smith think of today’s “Exponential Age,” defined by its Read More

By |2022-09-15T09:44:58-05:00April 10th, 2019|Comments Off on Pay attention to retention: How banks can turn around client churn

Five ways to make social media a strong arm of your marketing plan

While social media has become an important marketing channel in the financial services industry, many banks maintain a presence simply for the sake of it. And those platforms—whether on Facebook, Instagram, Twitter or Snapchat—are just too Read More

By |2023-01-20T16:44:22-06:00April 5th, 2019|Comments Off on Five ways to make social media a strong arm of your marketing plan