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Corporate Banking and the Future of Client Engagement

Artesian Solutions

?. What does Artesian do for commercial banks & Relationship Managers? Our insights come from millions of data sources every day which are impossible to find with search engines (even if you had the time). Think about the possibilities if we could train a machine to look for what you know.

Banking 52
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“Why I’m So Interested In Selling,” Gus Maikish

Partners in Excellence

He started a few years before me and was managing some significant banking accounts for IBM. Gus progressed in his IBM career, later managing one of the largest banking accounts, Citibank. They were Systems Engineers, very technical people. I sold the bank on branch automation after studying the operation for two years.

Banking 77
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Celebrating 7 Trailblazers on International Women’s Day

No More Cold Calling

Today is International Women’s Day, and I’m reflecting on women pioneers—trailblazers who paved the way for women in sales, entrepreneurship, engineering, law, and other male-dominated professions. Despite her academic honors and degree in finance, she couldn’t get a job in a bank. Even slow progress is worth celebrating.

Hiring 377
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Why I Love Selling

Partners in Excellence

He asked me to be VP of Product Design and Engineering. A major bank gave me a couple of offers in strategic planning and operations planning. An investment banking organization offered me a role in analyzing companies. I had to go to Manhattan for final interviews with the bank and one of the consulting companies.

Banking 96
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THINK

Partners in Excellence

The branch had a little over 100 people, about 40 sales people (they called us marketing reps) about 50 sales engineers, and about 15 support people. Our account was Chemical Bank. At the time, it was the third largest bank in the US. She told me about my onboarding and training program. It was turned to face me.

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Why I Am Obsessed With Selling!

Partners in Excellence

Years rolled past, I went to the university, studying engineering and theoretical physics. I was Chief Technologist and VP of Product Engineering for this fascinating product. I ended up taking a role in Manhattan selling to big banks. They were crazy things, but I was constantly using–and mis-using them.

Banking 96
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The Adapter’s Advantage: Cheri Lytle on Coaching Advisor Growth

Allego

It can’t be, let me go to the training class for four hours, take notes and then go do it. Cheri Lytle is Managing Director, Head of Chase Wealth Management Advice and Strategy at JPMorgan Chase Bank, N.A. Cheri began her career at General Electric Aircraft Engines, leading global systems initiatives across 10 countries.