เกี่ยวกับตอนนี้
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!
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ตอนอื่นๆ ใน PODCAST นี้
This episode delves into the factors that contribute to successfully leveraging sales assistants. The discussion includes topics such as:
Structuring sales assistant resources
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Sales Assistant career paths
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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
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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…
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:
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ข้อสงวนสิทธิ์: พอดแคสต์และอาร์ตเวิร์คที่ฝังอยู่ในหน้านี้มาจาก Stathis Partners, LLC. ซึ่งเป็นทรัพย์สินของเจ้าของและไม่มีส่วนเกี่ยวข้องหรือรับรองโดย Listen Notes, Inc.
