• BAI Managing Editor Lou Carlozo
    Lou Carlozo Dec 5, 2017

    Podcast: Home equity loans: From frustration to acceleration

    Tim Smith of FirstClose shares how organizations can rise to the challenges and answer the demands of today's customers.

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  • Funds transfer pricing for profitability measurement

    Ken Levey
    Ken Levey Feb 24, 2016

    Bankers can improve their capabilities in profitability measurement if they learn to utilize funds transfer pricing analysis to its full potential.

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  • Six keys to cross sell success

    Charles Wendel_resized
    Charles B. Wendel Feb 5, 2016

    Crossing selling effectively is difficult, as every banker knows, but following six key techniques can help you improve the odds.

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  • Becoming the bank your customers love

    Anthony Morris Feb 1, 2016

    It is possible for banks to become customer-centric if they combine the right mindset and culture with appropriate technologies on a connected platform.

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  • Five must-do initiatives for banks in 2016

    Manish Grover
    Manish Grover Jan 12, 2016

    To meet the challenges from non-bank disruptors, banks need to take steps to retain their positions at the front end of customer experiences.

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  • Millennials on banks and money

    Chris Skinner1_resized
    Chris Skinner Dec 11, 2015

    When it comes to banking relationships and attitudes towards money, Millennials resemble previous generations more than you might think.

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  • Five ways to make cross-sell more effective

    Guenther Hartfeil Dec 1, 2015

    Cross-selling can be effective if bankers put the right metrics in place, change behavior of sales staff, align incentives, re-focus on customer needs and eliminate policies that get in the way.

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  • Four steps to acquiring millennials for wealth management

    Joseph Pagano Nov 16, 2015

    Financial institutions that wish to attract millennials for wealth management services need to start with their own millennial employees, utilize robo-advisors, prioritize mobile and offer video collaboration.

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