Month: May 2014
2 Major Flaws in the Wealth Management Sales Process
The purpose of a sales process is to provide clarity around an organization’s sales approach by mapping each aspect into a defined sequence that is easily followed and replicated. The presumption is that this level of definition and documentation will drive consistent sales force execution, leading to better sales results, more effective pipeline management, and…
Read More3 Key Strategies to Delivering a Successful Retail Banking Customer Experience
While defining a customer experience in Retail Banking may be easy, the challenge comes in the consistent execution and delivery by the front-line bankers. We have worked with many organizations on their strategy, and have identified three key strategic elements to help your bankers deliver a successful customer experience – in each and every interaction.
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