Banking Case Study

Xvoyant

Banking Case Study

Developing and Using a Talent Bank Will Improve Sales Performance

The Center for Sales Strategy

I move out underperforming sellers often because I keep a talent bank of qualified prospects. sales performance talent bank sales talentTake this five-question quiz to set the foundation for this blog post—simply answer agree or disagree.

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Banking Fintech In an Increasingly Global Society

Pipeliner

Financial technology—or fintech for short—is making it easier and simpler to do everything from making bank deposits on your cell phone from anywhere in the world to getting the latest currency conversion rates via an app. Banking on the Go.

Jake Heugly of Zions Bank and Rob Jeppsen Webinar

Xvoyant

Jake Heugly and Rob Jeppsen talk about how they transformed the sales team and sales process at Zions Bank. webinar jake heugly rob transform zions bank

How to Level Up Your Marketing Strategy with Video

Building brand awareness and acquiring customers is never easy, but how can you improve your marketing strategy with limited resources? Vidyard has you covered with their 3-in-1 guide on how to use video across your marketing efforts without breaking the bank.

Wasted Sales Opportunities – How One Bank Blew Theirs

The Pipeline

One of the big Canadian banks, we’ll call them the Green bank, has a current radio ad that I believe holds a great lesson for sales people. Sadly for Green, I already have a tablet, a 10”, and a mediocre Blue bank, only a few shades darker than Green.

A Simple Sales Management Strategy For Banks

Increase Sales

Banks are interesting businesses to observe. After several visits to the bank I presumed the existing manager with whom I had a relationship had been replaced and there was a new one. What appears to be a narrow focus is the problem with many bank branch managers.

Corporate Banking and the Future of Client Engagement

Artesian Solutions

?. What does Artesian do for commercial banks & Relationship Managers? The post Corporate Banking and the Future of Client Engagement appeared first on Artesian Solutions. Artesian is a service purpose designed for front-line professionals.

For Banking Industry Sales Managers – How to Lead

Increase Sales

The US banking industry especially within the commercial side has dramatically changed because of compliance and the economy. Today banks appear to be as common as convenience and fuel stores, fast food chains and drug stores. There is a bank of every corner or it seems that way.

Is Your Bank Ready for This Sales Strategy?

Increase Sales

Attend any business to business networking event, chamber of commerce luncheon or civic organization and you will be exposed to a plethora of local to regional to national banks. Drive down any street and there are almost as many banks as their are fuel/convenience stores.

Banking on a Consultative Selling Process to Meet Organic Growth Goals

Anthony Cole Training

5 Reasons Consultative Selling Skills/Techniques Inhibit Organic Sales Growth. organic sales growth consultative selling selling techniques that don't work

Orchestrating a World Class Customer Experience

Sales Benchmark Index

Joining us on SBI TV is Doris Raimundi, SVP of Consumer Banking Sales and Support for US Bank. In today’s show, Doris details how to orchestrate a world class customer experience. Why this topic? The customer experience trend is sweeping.

How Retail Banks Are Meeting a Wider Scope of Customer Needs

Richardson

Traditional retail banks are struggling to attract and retain customers. The rise of digital entrants has equipped consumers to bank with more independence than ever. In fact, research from PwC shows 55% of bank executives see these new solutions as a threat.

Please Stop the Ongoing Insanity in Bank Sales Training

Increase Sales

During lunch a Vice President of a regional bank asked me this very pointed question: Why doesn’t sales training for banks stick? ” This statement in and by itself doesn’t mean the learning experience will be sustainable or in the words of this bank VP “stick.”

4 Paid Advertising Tactics That Won't Break the Bank

Leading Results Rambings

Read this blog if: You’ve spent a lot of money on Google Ads with little success. You’re constantly promoting yourself on social media but get little engagement. You think advertising is expensive and offers low ROI. advertising

Perfect Your Market Entry Strategy

Sales Benchmark Index

Joining us on hbspt.cta.load(23541, '39dd4f48-b0ca-486a-9fa5-4e1fb27489aa', {}); is Walt Megura, the Vice President of Emerging Industry Segments and Channels for Ericcson, one of the leading providers of Information and Communication Technology (ICT) to service providers, with about 40% of.

Taking a New Product to Market

Sales Benchmark Index

Joining us on hbspt.cta.load(23541, '39dd4f48-b0ca-486a-9fa5-4e1fb27489aa', {}); is Christopher Bray, the Senior Vice President and GM for Cylance, a provider of artificial intelligence and real threat prevention. Christopher has launched products across multiple organizations, and is a top revenue.

What to Do to Enter a New Market

Sales Benchmark Index

Joining us on hbspt.cta.load(23541, '39dd4f48-b0ca-486a-9fa5-4e1fb27489aa', {}); is Walt Megura, the Vice President of Emerging Industry Segments and Channels for Ericcson, one of the leading providers of Information and Communication Technology (ICT) to service providers, with about 40% of.

How You Can Align Marketing and Sales in an ABM World

Sales Benchmark Index

Joining us on the is Mike Volpe, the Chief Marketing Officer for Cybereason, the world’s most powerful cybersecurity analytics platforms. Often called the “godfather of inbound marketing” for his work in taking inbound marketing from an idea to a movement.

Metro Bank Signs 3 Year Agreement for Artesian Solutions’ New Risk & Compliance Hub

Artesian Solutions

Following a successful pilot process that delivered extremely positive results, Metro Bank has become the first major financial institution in the UK to announce they will be adopting the Artesian Risk and Compliance Hub (ARCH).

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.

Leveraging Enterprise Sales Expertise to Accelerate out of the Start-Up Phase

Sales Benchmark Index

Joining us on the hbspt.cta.load(23541, '4e7a7e0e-dade-48a6-952f-c74186299010', {}); is Ryan Mang, Chief Revenue Officer for Axial. Axial is a private network that connects members through an online platform, intimate events, curated introductions, and the most sophisticated deal-oriented matching engine in.

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.

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.

6 Creative Recruiting Ideas to Help Keep Your Talent Bank Full

The Center for Sales Strategy

Unfortunately, most wait until they are in need, when in reality, consistent searching and recruiting to keep their talent banks full would not only prepare them for the future, but also save them money and time when the time comes to fill a position on their team. Managers often reach out to us looking for creative ways to recruit people to their companies.

How Better Storytelling Generates More Revenue

Sales Benchmark Index

Joining us on SBI TV is Jim O’Gara. And Jim is the CEO of StoryDimensions. StoryDimensions is a sales enablement technology company that captures, develops, and delivers real customer insights and stories that B2B sales professionals can use to establish.

Maximizing Throughput in the Indirect Sales Channel

Sales Benchmark Index

Joining us on SBI TV is Joe Vitalone, Chief Sales and Marketing Officer at Razberi Technologies, and the top expert at developing and executing a sales strategy at scale through channel partners. Razberi Technologies offers a reliable, secure, and network-friendly.

Unlocking the Secrets of Revenue Attribution

Sales Benchmark Index

Joining us on is Sarah Kennedy Ellis, the Chief Marketing Officer for Marketo, the leading marketing automation software provider. Below is a timestamped summary of the show segments and the topics covered. If you’d prefer to listen to the podcast.

Transforming a Cloud Solution Provider by Being a Sales-Driven CEO

Sales Benchmark Index

Joining us on  is Ryan Tognazzini, Chief Executive Officer for iGrafx, an enterprise class business operations and modeling software that allow it’s users to capture, communicate, improve and optimize every aspect of their business processes.

Creating Interlock Between Sales and Marketing

Sales Benchmark Index

Joining us on the SBI Podcast is Stephen Thomas, SVP of Global Sales for Armor Cloud Security. Armor is a hybrid cloud security service that integrates advanced analytics, global threat intelligence, and continuous response capabilities into a single platform that bolsters.

Resolving the Customer Success Tension

Sales Benchmark Index

Dave Moore is the SVP of Sales for Businessolver a leading provider of benefits administration, technology, and services. In a phrase, they help organizations manage their healthcare spend as it relates to employee benefits. Tune in to hear more from Dave on the.

Being Sales Assertive in 2020

Anthony Cole Training

Are there certain characteristics that make someone (or a salesperson) assertive? We believe so.

Who is Your Sales Superstar?

Anthony Cole Training

Throwback Thursday Post: effective sales coaching Sales Coaching increase sales hire better salespeople consultative selling sales effectiveness training banking sales training professional sales training consultative sales coaching corporate sales training sales force performance management

Your Professional Network Is Money in the Bank, Invest It Well

Increase Sales

This expansion is very much like interest earned on your savings account in your bank or your IRA. He truly understands his professional network in money in the bank earning daily interest and he continues to invest it well. People buy from people they know and trust.

Using Old School Sales Tools in New Ways

Anthony Cole Training

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Tools 227

The Probability Scorecard: The 2nd Sales Productivity Tool

Anthony Cole Training

Sales Training hiring sales people Sales Coaching increase sales consultative selling sales effectiveness training banking sales training professional sales training consultative sales coaching corporate sales training

Tools 228

3 Ways Banks Can Ramp Up New Advisors

Allego

The banking industry is in flux. As one of many sectors disrupted by new technology, banks face changing business models, security threats, new competitors, and regulatory pressures. Digital has changed the way we bank and the way we work, shop, play, and more.

"Gone Fishing" for Sales Prospects

Anthony Cole Training

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How a Pickup Truck Relates to Driving Sales Growth in 2020

Anthony Cole Training

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Huddles: The 3rd Sales Productivity Tool That Will Change Your Results

Anthony Cole Training

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Tools 156