3 Common Client Experience Mistakes Made by Financial Institutions

Delivering a great client-centric experience will increase the number of referrals that you get, expand your current client relationships, and increase client retention. To learn [...]

By |2016-10-20T21:23:46+00:00June 12th, 2014|Mass Affluent, Retail Banking, Wealth Management|Comments Off on 3 Common Client Experience Mistakes Made by Financial Institutions

So What is a Competency?

One of the biggest buzzwords in Financial Services Training and Development today is "competency." At Greene Consulting, we have worked with many organizations as they [...]

By |2015-09-02T20:22:12+00:00March 25th, 2014|Mass Affluent, Retail Banking, Wealth Management|Comments Off on So What is a Competency?