Sales Strategies Archive

Multichannel Onboarding Communications Trends in Banking

This showcase provides excellent examples of how financial institutions increase their ROI by welcoming, onboarding and cross-selling new customers.

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The 7 Habits of Highly Successful Bankers on LinkedIn

In less than 35 minutes a day, bankers can do 7 things on LinkedIn that generate leads, engage prospects and strengthen relationships with existing customers.

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Digital Consumers Demand Personalized Pricing

Dynamic pricing of banking products and services is expected by digital consumers who expect real-time recognition of relationships.

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2018: The ‘Year of AI and Machine Learning’ for Financial Marketers

Digital marketing in financial services requires the use of AI and machine learning to improve personalization and make marketing faster, cheaper and more efficient.

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What Silicon Valley Misunderstands About Banking and Fintech

The buying and selling of financial services is changing, with digital technology being used to provide real-time personalized solutions.

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For Smart Business Bankers, 2018 is Already Here

Don't wait to get your 2018 sales strategy underway. Here's how to get business bankers focused on prospecting now.

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Banking Desperately Needs A Relationship-Based Selling Strategy

Relationship-based selling leverages deep customer insight and new selling tools to deliver a personalized, contextual solution in real-time.

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Stop Cross-Selling! Help Customers Buy Instead

Banks and credit union cross-selling needs to leverage digital tools and customer insights to provide targeted product recommendations.

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3 Ways To Beat Tech Giants and Fintech Firms With Behavioral Marketing

Traditional marketing needs to be replaced with behavioral marketing, using real-time data and advanced analytics to drive communication.

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Advanced Analytics And The Future of Digital Lending

Succeeding as a digital lender goes beyond a great loan app to include a complete transformation of the lending process internally.

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Millennial Business Owners Expand Digital Banking Opportunities

Millennials are the fastest growing segment of small business owners, providing a great underserved market for banks and credit unions.

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Banking Needs An ‘Amazon Prime’ Marketing Strategy

Amazon Prime provides a level of customer experience that other industries, like banking, must follow to succeed.

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The 3 Pillars of a Successful Onboarding Strategy in Banking

Here's how to leverage data and behavioral psychology to onboard, retain and maximize the value of new banking customers.

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Building an Emotional Connection Creates Value in Financial Services

Consumers with an emotional connection with their financial services provider generate significantly more value for the bank or credit union.

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Marketing vs. Sales: 3 Key Ways To Bridge The Gap

If you don't get marketing and frontline sales staff aligned on the same page, you may as well flush your money down the toilet.

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10 Keys To Success With Bank-At-Work Programs

These 10 strategies for bank-at-work programs can provide a steady flow of new relationships without having to build more branches.

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