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Fishing/Selling – It’s an Exact Science… Kinda

Anthony Cole Training

I went fishing with a very good friend of mine from First Citizens Bank in NC and he took me to his favorite fishing hole - Lake James. Keith claims it is the most beautiful fishing lake in the country. I don’t know if it is - I’ve not seen them all, but this is one beautiful lake!

Exact 120
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“Why I’m So Interested In Selling,” Jack Malcolm

Partners in Excellence

In fact, I wanted to have as little to do with selling as possible, so I got a degree in finance and went to work for a commercial bank in south Florida where I could happily crunch numbers without having to have much to do with people. So, tell me why I should bank with you.” Do you mind if I ask you a few questions?”

Banking 73
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The Exact Time To Drop The ‘F-Bomb’ With Your Prospects

MTD Sales Training

During my career in the finance industry, I had many occasions to discuss opportunities with prospects that centred around their investments, pensions, banking circumstances and the like. The post The Exact Time To Drop The ‘F-Bomb’ With Your Prospects appeared first on MTD Sales Training. Happy Selling! Sean McPheat.

Exact 120
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Achieving Sales Team Excellence – the Motivation Competency

Anthony Cole Training

What are the competencies and behaviors of those leaders who seem so talented at helping others achieve their very best? We rely on the pioneer and #1 sales management evaluation by Objective Management Group to help understand exactly what it takes to ‘motivate’ a sales team.

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Distributed compliance is the key to banks increasing CDD and KYC challenges

Artesian Solutions

The banking sector is well-versed in digital disruption. It also has many years of experience in utilising the potential for automation to deliver new efficiencies and banks and financial service institutions have become active adopters of digitisation. The term for such change? Distributed compliance – the future of CDD and KYC.

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Advanced onboarding – Why banking and financial services must change its approach

Artesian Solutions

The impact of regulation and KYC adherence on customer onboarding in banking. This is especially an issue in the banking and financial services sector, where thanks to increased regulation and KYC requirements, customer experience is suffering. It costs banks an average of $40m per year to onboard new customers.

Banking 40
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What is Distributed Compliance and why do banks and financial services need it?

Artesian Solutions

According to McKinsey, the risk function within banking and financial services will have a dramatically different role by 2025. The detection, assessment and mitigation of risk must become part of the daily job of all bank employees and not only those in risk functions. Until now….