INFORMAZIONI SU QUESTO EPISODIO
For this episode we discuss leveraging data for initiatives such as:
- Enhancing client engagement
- Increasing wallet share
- Targeted marketing
- Recognition of life events
- Money in motion
- Measuring the success of your data-centric initiatives
Join our guests Tim Sease of South State Bank and Kimberly Sterling of Ameriprise for this engaging discussion!
Inglese
Stati Uniti
TRASCRIZIONE 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
CERCA TRA GLI EPISODI PASSATI
Cerca gli episodi passati di BISA Industry TrendWatch.
ALTRI EPISODI IN QUESTO PODCAST
On this episode of BISA TrendWatch we discuss managing through the competitive advisor recruiting environment with Christopher Peacock of Third Coast Bank and Marcos Ubinas of Regions Bank. We cover critical recruiting elements including the following:
Strategies for targeted recruiting
Balancing …
This episode delves into the factors that contribute to successfully leveraging sales assistants. The discussion includes topics such as:
Structuring sales assistant resources
Sales assistant gearing ratios
Earning a sales assistant
Advisor contribution to SA comp
Sales Assistant career paths
Join…
A solid CRM strategy is crucial for any financial institution that wants to thrive in today’s competitive environment. This discussion shares strategies and best practices to enhance your customer relationships and grow your program by leveraging data and your CRM solution. Subjects include:
…
In this episode we discuss how the use of video meetings has evolved since the pandemic. How these meetings have been optimized, how client acceptance of these meetings has evolved, the generational impact, remote advisors, and virtual meeting rooms in branches.
Join our guests for this insightful…
For this episode we discuss the evolution of BISA, the most influential organization in our industry. Our guests are John Olerio, the current and outgoing President, and Jane-ellen Porter, the incoming President. We cover topics such as:
BISA’s evolving value proposition.
The growth opportunities …
Dichiarazione di non responsabilità: Il podcast e la grafica incorporati in questa pagina provengono da Stathis Partners, LLC., che è di proprietà del suo proprietario e non è affiliato o approvato da Listen Notes, Inc.
MODIFICA
Grazie, ci hai aiutato a mantenere aggiornato il database dei podcast.