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Blog - September 2024

What stands in the way of more sales?

Submitted by wcederberg on Sat, 09/21/2024 - 16:40

Financial institutions have strategies and plans for almost every part of the business. They have marketing plans, IT infrastructure plans, plans for how much risk they will tolerate, and plans for what they will do if a disaster strikes. Most of these plans are very detailed and well thought out. Unfortunately, when it comes to the sales plan - the plan on how their teams will cross-sell products and services to existing clients - many financial institutions are woefully unprepared.

No Opportunity for Discovery in this Modern Era?

Submitted by Chris Dudenas on Sun, 09/15/2024 - 10:47

Things are a little different now, aren't they?
 
Times are changing and with that comes new online digital ways to start or
even complete banking business. A few emails back and forth and we can have most of a deal wrapped-up. And in the case of a new customer, member or client, frequently we aren't meeting them until they come in to sign for the product they called-in asking about. People I talk to feel like they don't really get a chance to do the desired in-depth discovery discussion like they used to when email wasn't so widely used.