• BAI Managing Editor Lou Carlozo
    Lou Carlozo Apr 21, 2017

    Podcast: The art and science of social selling

    On this episode of the BAI Banking Strategies podcast, we talk with Avril Castagnetta, senior manager at Ernst & Young.

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  • Podcast: The art and science of social selling

    BAI Managing Editor Lou Carlozo
    Lou Carlozo Apr 21, 2017

    On this episode of the BAI Banking Strategies podcast, we talk with Avril Castagnetta, senior manager at Ernst & Young.

    Read More
  • Best practices make perfect: Customer perspectives on sales and financial services

    JIM MILLER
    Jim Miller Apr 6, 2017

    With Wells Fargo headlines history, banks can take bold action on consumer satisfaction. Here’s how, based on new J.D. Power findings.

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  • The road not token: How fraudsters beating EMV could hit a dead end in 2017

    Matt Herrin_resized
    Matt Herren Jan 12, 2017

    EMV chips in credit and debit cards slow fraud, but don’t stop it. Tokenization promises to bolster consumer protections.

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  • Cross-selling in the crosshairs of regulators and consumers

    David Sosna_resized
    David Sosna Jan 11, 2017

    As the cross-sell debate continues, banks have a chance to reshape the practice in a way that’s digitally savvy and consumer friendly.

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  • Happy ‘grew’ year: Five best sales practices for banks in 2017

    Nov 9, 2016

    Growing the customer base and keeping consumers happy remain timeless challenges, even in a digital age. Here’s how to tackle those tasks.

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  • Data reshaping sales and product design

    Carol Wolf Nov 2, 2016

    Customer data is king in banking today as financial institutions learn how to utilize it for sales, customer service and product design.

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  • At the crossroads of cross-sell: Presenting a roadmap for the Board, regulators, and customers

    Charles Wendel_resized
    Charles B. Wendel Nov 1, 2016

    The banking industry has a golden opportunity to enhance the practice in a way that creates a win for all.

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