• Lou_Carlozo_resized
    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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  • 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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  • Five steps for hiring bankers who can sell

    Tony Cole Aug 11, 2015

    Hiring bankers who can sell requires an effective recruiting system that you implement on a consistent basis.

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  • Using social media to enhance sales

    John Siracusa Jun 1, 2015

    While social media is destined to fail as a direct sales tool for banks, it can help build relationships that lead to sales.

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  • To sell or not to sell

    Charles Wendel_resized
    Charles B. Wendel Apr 24, 2015

    Bankers need to weigh a lot of pros and cons as they consider whether to sell in the current economic and regulatory environment.

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  • Consultative selling for long-term deposits

    • Neil Stanley
    • Larry Marks
    Mar 20, 2015

    Banks that want to be more successful selling long-term deposit accounts need to properly prepare their front-line staff to engage with customers in a consultative manner.

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