Todd Robertson
Aug 6, 2021

A switch from "passive" to "active" web technology can help banks meet customer-journey expectations being molded by other industries.

It’s one of the most ubiquitous sales programs in the banking industry and should be one of the most productive: the cross-silo referral program.

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Many executives and marketing professionals view consumer loyalty as the Holy Grail: Simply put, loyal customers will stay with you and give your bank a stable customer base and stable revenue for years to come.

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Whether it’s through the use of chatbots and predictive analytics, or taking compliance and fraud fighting to the next level, artificial intelligence promises to change every aspect of banking like nothing else before it.

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At a recruiting open house at ESL Federal Credit Union’s  Rochester, N.

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While the home equity loan market is picking up, so too is the pipeline backing up for stuck applications waiting to be processed.

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The millennial generation comprises one of the nation’s largest population segments.

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In recent years and in many industries, artificial intelligence (AI) has transformed organizational strategies and outlooks in ways unthinkable just a generation ago.

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In the sales enablement world, leaders are learning a new language—the language of risk.

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In the sales enablement world, leaders are learning a new language—the language of risk.

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It’s lunchtime in Ann Arbor, Michigan, and Terry Kalinowski feels the need for a little live music.

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Three factors are changing the sales landscape in financial services like never before: customer expectations, digital technology and the refinement of sales practices.

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Facebook has 2 billion users, giving it astonishing potential to reach the prospective customers banks want.

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Sins of omission rather than commission rank among the most serious mistakes bank marketers are committing in this time of digital upheaval.

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The banking sector has rebounded since the Great Recession—its reputation, not so much.

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Seismic changes in technology, digital, consolidation and FinTechs have rocked banking.

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People’s relationship with money is broken: They cite financial challenges as the biggest source of stress in their everyday lives.

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John Wanamaker—who pioneered the department store in his native Philadelphia in 1861—once famously said, “I know half the money I spend on advertising is wasted, but I can never find out which half.

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Just as in the movie “Field of Dreams,” financial service leaders sometimes seem to put the product out there and hope they will come.

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