Generate Deposits with Step-up Campaign
Oct 11, 2023
Banks and Credit Unions everywhere are looking for low-cost deposits. Sure, we could raise our deposit interest rates and get as much deposits as needed but at a very high cost. Read more for a tip on deposit gathering you can execute today with minimal effort.
Banking CRM Adoption Plan for Commercial
Aug 11, 2023
Commercial bankers are responsible for selling and closing the largest deposit and loan deals in the institution. The most successful commercial bankers use the CRM to effectively manage their time to focus on sales and relationship building activities.
Banking CRM Adoption Plan for Retail
Aug 10, 2023
The retail bank has more direct customer interactions than any department. The bankers are responsible for generating referrals each day. The easiest way to jump start CRM adoption in the retail branch is to implement a referral tracking/incentive program.
Right Sized Banking CRM
Mar 13, 2023
Right-sized CRM is about providing banking CRM software that works for your institution no matter if you are a 20M bank with just 15 employees or a 68-branch institution looking for an enterprise-wide solution for the retail bank, commercial bank and the contact center.
The Power of a Phone Call
Oct 1, 2022
Will a phone call be the start of your next customer success story?
Calling a customer for a simple reason opens the door to opportunity. Wish them a happy birthday, recognize a customer anniversary milestone, or just thank them for being a new customer are easy relationship building examples.
Two Words to Make a Teller Referral
Jun 1, 2022
Tellers interact with more customers than anyone else in your institution. Most community banks and credit unions look to tellers to help generate quality referrals that lead to new product sales. Based on our experience, tellers can often struggle in making a smooth transition from processing the transaction into a short, needs based discussion leading to a referral. Here are two words that make the transition easy and effective.