Allego

OCTOBER 23, 2020

In this episode, learning and development specialist Dustin Megill discusses how the wealth management and retail banking industry is changing. Learn how you can pivot to build your brand and bring in new business. He’s skilled in Sales, Customer Relationship Management (CRM), Team Building, Management, and Wealth Management.

Banking 83

Banking Retail Pivotal Social Media 83

Allego

OCTOBER 23, 2020

In this episode, learning and development specialist Dustin Megill discusses how the wealth management and retail banking industry is changing. Learn how you can pivot to build your brand and bring in new business. He’s skilled in Sales, Customer Relationship Management (CRM), Team Building, Management, and Wealth Management.

Banking 62

Banking Retail Google Pivotal 62

Anne Miller

JULY 15, 2020

started his own mortgage brokerage, and needed a clincher metaphor, or analogy, to explain why buyers are better off using a broker like him, rather than a bank, or other lender for their mortgage. Nail Your Difference. The problem he faced was that to most people a mortgage is a mortgage and all mortgage sources look the same. His Story. “On

Banking 147

Banking Face-to-face Comparison Pivotal 147

Smooth Sale

DECEMBER 27, 2021

He loves building great connections with his customers, which often lead to meaningful friendships that last a lifetime and inspire his work. Driven by the genuine belief that CX is the pivotal force that drives a successful business, he is currently at the helm of Dixa ’s customer experience strategy.

Lead Rank 78

Lead Rank Lead Scoring Customer Social Media 78

LeadFuze

OCTOBER 5, 2023

That’s not just great customer service – that’s retailers using AI. Transforming Customer Service through AI Utilizing AI technologies, customer service has become an integral part of creating memorable shopping experiences. Important Lesson: the dynamic landscape of modern commerce.

Retail 52

Retail Fashion Forecasting Trends 52

Emissary

OCTOBER 12, 2021

Not only are they losing whatever data or funds are stolen, but they also risk serious damage to their reputation and a loss of customers. Keeping Up with Customer Expectations. Customer service has become increasingly complicated in the banking industry.

Industry 52

Industry Account Face-to-face Data 52

LeadFuze

JULY 7, 2023

Tips: If your market is super competitive, focus on customer retention instead of squeezing out every last penny. When there’s a pandemic-induced demand for certain products, pivot your sales focus to those areas. This approach keeps morale high, which means better customer service and faster achievement of growth targets.

Sales Goal 52

Sales Goal Churn Incentives Incentive 52