• Ron Wellman
    Ron Wellman Nov 9, 2017

    Artificial intelligence, genuine smart selling: How to leverage AI in commercial and corporate banking

    Retail banking has the early jump on utilizing AI. But sales leaders in other sectors can learn from successes and bolster their efficiency.

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  • Rethinking the generation gap in banking

    Mar 25, 2016

    Despite the stereotypes of Millennials going all-digital for their banking needs, jumping to conclusions about generational change can lead bankers astray, according to BAI Research.

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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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  • 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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  • Embedded analytics for smarter sales

    Mitchell Orlowsky Nov 23, 2015

    Embedded analytics within a structured sales process can help banks offer personalized products, services and resources to customers.

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  • Building the sales justified branch network

    • Brandon Larson
    • Yulian Fedulov
    Nov 20, 2015

    As branch transaction activity shifts to alternative channels, the decision framework for branch consolidation needs to shift more solidly to sales.

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  • Three priorities to set for 2016

    Charles Wendel_resized
    Charles B. Wendel Oct 9, 2015

    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.

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  • Customer journey management for added value

    Anthony Morris Aug 16, 2015

    Customer journey management is a concept that can finally transform one-on-one marketing into a reality.

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