Artesian Solutions

APRIL 27, 2020

LONDON, England, April 27, 2020 – Artesian Solutions, a leading provider of client intelligence and risk solutions which boost frontline productivity in corporate and commercial banking, has today announced plans to assist the UK banking industry in response to the huge surge in demand as a result of the COVID-19 crisis.

Scale 52

Scale Banking SME Government 52

Artesian Solutions

APRIL 27, 2020

LONDON, England, April 27, 2020 – Artesian Solutions, a leading provider of client intelligence and risk solutions which boost frontline productivity in corporate and commercial banking, has today announced plans to assist the UK banking industry in response to the huge surge in demand as a result of the COVID-19 crisis.

Scale 52

Scale Banking SME Government 52

The Center for Sales Strategy

SEPTEMBER 6, 2023

In today’s competitive job market, recruiting and hiring superstar salespeople is no easy feat, but getting creative and spending time on recruitment each week could help you build a strong talent bank of potential candidates for the future.

Hiring 113

Hiring Competition Banking Marketing 113

Artesian Solutions

OCTOBER 1, 2020

Schroders Personal Wealth and Artesian Solutions Partnership Reimagines Wealth Management: Providing a High Tech Service to High-Touch Banking Sector. The key finding was that 67% of Wealth and Private Banking leaders believe innovation will be the decisive factor in determining success in the medium term.

Banking 52

Banking Webinar Metrics Face-to-face Demographics 52

Pipeliner

MARCH 1, 2020

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. Artificial intelligence is continuing to transform how people interact with banks.

Banking 64

Banking Lead Rank Lead Scoring Consumer 64

Artesian Solutions

JUNE 25, 2019

LONDON, England, June 25, 2019 – Metro Bank, the revolution in British Banking, has signed a three year deal with Artesian Solutions that will help catapult the fast growing UK based software company – better known for its sales engagement technology, into a new segment – technology-driven compliance and KYC management.

Banking 40

Banking Distribution Insurance Insurance 40

Artesian Solutions

AUGUST 19, 2020

Artesian Delivers Holistic Relationship Management Platform to Help Triodos Bank Assist Ethical Organisations Affected by the Coronavirus Pandemic. Artesian will provide Triodos Bank with smart accelerated pre-screening and triage capabilities on all new CBILS applications.

Banking 59

Banking Positioning SME Face-to-face 59

Increase Sales

JULY 5, 2013

During lunch a Vice President of a regional bank asked me this very pointed question: Why doesn’t sales training for banks stick? My quick and direct response was “banks and other financial institutions continue to use the same training providers they have been using for the last 20 plus years.”

Banking 136

Banking Training Infusion Retention 136

Richardson

MAY 7, 2020

This immediate and severe economic shock has left many individuals seeking financial solutions. As a result, retail bank service professionals have emerged as a primary point of contact for customers.

Banking 52

Banking Retail Customer Survey 52

Artesian Solutions

AUGUST 26, 2020

Mortgages and Charges data added to Prospector to help banks identify and target more opportunities. This added layer of information enables our banking and financial services users to uncover new opportunities that may otherwise have been missed without access to a reliable record of a target company’s banking relationships.

Banking 59

Banking Prospecting Segment Competition 59

Richardson

DECEMBER 18, 2019

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. In doing so, they create a sale.

Banking 52

Banking Retail Meeting Customer 52

Artesian Solutions

FEBRUARY 6, 2020

?. 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.

Banking 52

Banking Ideal Customer Profile Social Media Data 52

Allego

FEBRUARY 28, 2024

Allego’s Impact Across Financial Sectors Allego offers targeted solutions for a range of financial services firms , including asset management, wealth management, banking, and insurance. Manage Risk: Certify and achieve regulatory compliance to ensure consistent messaging and minimize risk.

Insurance 118

Insurance Insurance Face-to-face Banking 118

Artesian Solutions

MAY 1, 2020

LONDON, England, May 1, 2020 – NatWest, part of the Royal Bank of Scotland Group, has today announced the renewal of its agreement with Artesian Solutions as the Banks’ core relationship intelligence and customer insight platform.

Banking 52

Banking Customer Engineering Policies 52

Artesian Solutions

SEPTEMBER 3, 2019

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.

Distribution 40

Distribution Banking Face-to-face Fashion 40

SocialSellinator

DECEMBER 29, 2023

Discover top b2b digital marketing agencies in Austin, TX that won't break the bank. Find tailored solutions for your B2B company with our actionable guide.

B2B 90

B2B Banking Marketing Company 90

Artesian Solutions

MAY 31, 2019

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….

Distribution 40

Distribution Banking Policies Data 40

Artesian Solutions

MAY 14, 2019

We must take the time to learn about our customers, research their needs, and understand their objectives and goals, and understand if the relationship will be mutually beneficial before we jump in with solutions, but we cannot do this at the expense of reacting quickly, because in doing so we risk damaging relationships before they have even begun.

Banking 40

Banking Distribution Policies Commence 40

Artesian Solutions

NOVEMBER 17, 2019

In October, Artesian held an open discussion on the art and science of customer acquisition in financial services, and how to tackle the highly nuanced and complex customer onboarding process in business and commercial banking. It costs banks an average of $40m per year to onboard new customers. Not a one size fits all issue.

Banking 40

Banking Distribution Face-to-face Data 40

Partners in Excellence

SEPTEMBER 26, 2023

They were introducing a new technology into the banking industry. We chose a certain mid sized regional bank to pilot the technology. We chose them because they were distinctive in their approach to retail banking. ” Differentiation tends to look at product/solution capability comparisons.

Banking 101

Banking Comparison Retail Trends 101

SBI Growth

OCTOBER 7, 2018

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. Ryan represents one of the new breed.

Enterprise 228

Enterprise Enterprise Software Software 228

Sales and Marketing Management

FEBRUARY 18, 2019

I asked her what was the matter and she said, “For the last 12 years, I have had all my key financial accounts with Bank XYZ – a fund for my daughter’s college education and my mortgage, plus my personal savings and checking accounts. Now, I am in the process of closing each account and transferring them to Bank ABC.

Loyalty 290

Loyalty Banking Airlines Discount 290

Smooth Sale

APRIL 25, 2024

That includes bank statements, payment invoices, bills, paychecks, end-of-year tax forms, and anything else you think might be relevant. Scouring your bank statements is the best way to do this, and you will want to ensure you are doing it as effectively as possible. You can begin by gathering all the paperwork that you may need.

Licensing 93

Licensing Banking Hiring Course 93

Sales and Marketing Management

JUNE 25, 2018

Bank on it! A good sales job interview question is, “Will you bank-roll me at relevant conferences 100 percent?” Fall in love with the value your solution can and does deliver. So you must believe in yourself and your solution to be credible. Those conferences get pricey so make the case to your miserly CFO! h/t Rowley).

B2B 319

B2B Banking Conference Decision Maker 319

Sales and Marketing Management

AUGUST 13, 2020

Sharing ideas and solutions is a positive exercise and an important process. In the end, the process did not generate quality solutions. Setting a specific and measurable goal will keep your team aligned and focused, leading to stronger team ownership for the problem and solution. Let’s call it our leadership trust bank.

Banking 177

Banking Top of Funnel Face-to-face Fashion 177

Mereo

OCTOBER 8, 2020

Rather, at the end of the day, for a product or solution manager to be successful, it comes down to what is inside a person’s head and heart — I am talking their: Leadership prowess. In reality, sustainable revenue performance banks on more than these five traits of a product manager. Download the free solution launch guide today. .

Influencer 62

Influencer Face-to-face Banking Follow-up 62

Artesian Solutions

JANUARY 3, 2019

2018 was a huge year for Artesian Solutions. According to McKinsey, the risk function within financial institutions will have a dramatically different role by 2025 with the detection, assessment, and mitigation of risk a part of the daily job of all bank employees and not only those in risk functions. – Andrew.

Lead Rank 40

Lead Rank Lead Scoring Banking Scale 40

BuzzBoard

JUNE 15, 2023

Aiming at revolutionizing the way payments are made in the United States, this pioneering government-created portal will allow banks to transfer funds in real time across the nation to individuals as well as businesses, 24/7 365 days! allow users to make payments instantly but lack the perks of direct bank account transfer.

Banking 64

Banking Collateral Small Business Small Business 64

The Pipeline

DECEMBER 6, 2021

SVP Healthcare Solutions, Primex: helped large hospital and healthcare systems executives build clinical quality and patient safety; grew sales by 3X, SaaS ARR by 4X, EBITDA by 6X. . VP Relationship Development, Refinitive/ThomsonReuters; grew sales from $80M to $125M selling to executives in $1B-$25B global banks and brokerage firms. .

Engineering 173

Engineering Banking Software Software 173

Partners in Excellence

MAY 2, 2023

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. Then I joined a team selling to the 3rd largest bank in the country.

Banking 96

Banking Retail Call-back Engineering 96

Allego

FEBRUARY 5, 2021

Known as “The Accidental CLO,” Jackson leads learning and talent solutions at JPMorgan Chase , the largest bank in the country. He is responsible for the management, direction and strategy of Consumer & Community Banking training functions.

Banking 118

Banking Google Distribution Vendor 118

Artesian Solutions

AUGUST 19, 2019

More and more customers from a variety of market sectors including banking and financial services, technology service providers and professional services recognise how Artesian can help their teams create meaningful long term customer relationships.

Banking 40

Banking Retention Insurance Insurance 40

Allego

JANUARY 3, 2024

Start by creating a knowledge bank. Why You Need a Knowledge Bank Workers at both ends of the career spectrum are leaving the workforce. Solutions for common problems. That’s a lot of wasted time and lost value. Wouldn’t it be better to leverage expertise now—before employees leave—to improve proficiency across the board?

Hiring 107

Hiring Banking Guidelines Survey 107

Zoominfo

OCTOBER 2, 2019

It operates telecommunications networks in the United States and, through the Global Network Services, provides an array of services, and customized solutions. It specializes in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity.

Company 100

Company Ideal Customer Profile Lead Rank Lead Scoring 100

The Pipeline

AUGUST 21, 2019

TORONTO, Canada (August 15, 2019) – The Canadian Professional Sales Association (CPSA) and Renbor Sales Solutions today announced a new accredited partnership. Graduates of Renbor Sales Solutions’ Proactive Prospecting program will now earn credit toward CPSA’s professional sales designations. About Renbor Sales Solutions Inc.

Education 52

Education Banking Lead Rank Objections 52

Hubspot Sales

DECEMBER 14, 2022

To minimize direct contact, people gravitated towards payment methods that didn't require the use of physical money, like bank cards and payment apps. The Swedish Central Bank recently stated that only 9% of the country's population uses cash for transactions right now. Central Bank Digital Currency. Image Source.

Tools 114

Tools Banking Retail How To 114

BuzzBoard

JUNE 15, 2023

Aiming at revolutionizing the way payments are made in the United States, this pioneering government-created portal will allow banks to transfer funds in real time across the nation to individuals as well as businesses, 24/7 365 days! allow users to make payments instantly but lack the perks of direct bank account transfer.

Banking 52

Banking Collateral Small Business Small Business 52