Sales Strategies Archive

Improving Bank Onboarding, Cross-Selling and Retention With Personalized Video

Banks, credit unions and other industries are using personalized videos linked to email to improve onboarding, cross-selling and retention.

More

Barclays Goes All-In With 8,500 iPads For Frontline Branch Staff

One of the world's largest banks is giving 8,500 of its employees an early Christmas present: iPads. Why? And what are the iPads for?

More

Does Customer Service Through Social Channels Make Sense In Banking?

Is it wise for retail banks and credit unions to use social channels like Twitter and Facebook to resolve customer issues?

More

Banks and Credit Unions Focusing on Onboarding to Build Revenues

Where should banks and credit unions start with their onboarding program? Here are the most important elements needed for success.

More

Coast Capital Shows Staff How to Serve With Stylish Guerilla Stunts

Walking the service talk with an internal guerilla branding campaign that treats employees like customers.

More

Customers Chat One-to-One in Bank’s Virtual Facebook Branch

ASB’s real-time, person-to-person banking application is the first of its kind in the retail financial world.

More

The Business Case for Onboarding

Every bank need to be communicating with customers aggressively during the instrumental 90 days after account opening.

More

Angry Customers Are Gifts

Turn unsatisfied customers into happy brand evangelists using a service recovery strategy.

More

Steal This Idea: The Ultimate In-Branch Conversation Starter

Here is an excellent way to spark conversations in your branches that is both simple and effective.

More

Making Banking Easy Isn’t Easy

For the average consumer, banking is a chore akin to scrubbing the toilet. It’s something that has to be done whether one likes it or not, and most people don’t. There are…

More

What Would You Find If You Went ‘Undercover?’

If you aren’t watching CBS’s new show Undercover Boss Sunday evenings, you should be. It’s an eye-opener about the kind of cultural disconnects that can develop between an organization's senior leadership at…

More

Video: Crossing the Line With Cross-Selling

This parody video is pretty funny, so it must be hitting close to home. If you can't watch YouTube videos at work, you can (1) read the script below, and/or (2) get…

More