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Data is #1

Think about the last time you made a major decision; perhaps moving, changing jobs, buying a new car, planning a vacation, or any number of other significant life choices. How much information did you collect prior to making that decision?  Whether you gathered a lot of information or a little, col…
Haberfeld Symposium, our annual gathering of leaders from client-institutions, is the ideal opportunity for the country’s best community bankers to connect with one another, learn from Haberfeld experts and guest speakers, and have a lot of fun! This year’s Symposium took place in sunny Phoenix, Ar…

Fisionary

According to a May 2023 Gallup survey, fully engaged customers represent a 23% premium share of wallet, profitability, revenue, and relationship growth over the average customer. In other words, we shouldn’t just be opening new checking accounts and hoping for the best. Fully engaging with new cust…
There are many components to having an engaged and high-functioning team. Of these, two of the most critical are (a) ongoing training and (b) effective and trustworthy branch managers, which means it is especially important for managers to receive continuing education. Whether your branch managers …
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