Financial Wellness and the Better Bank
By Barbara Sanfilippo
Browsing: Sales
Study Illuminates Customer Satisfaction Effect of Sales Pressure versus Advice
While most Americans — 85 percent — say they trust their bank to do the right thing, there is a marked satisfaction difference between customers who reported feeling sales pressure to open accounts and those who received customized financial advice, according to J.D. Power’s latest study of financial sales practices.
ABA Releases Free Guide on Fiduciary Rule Implications for Marketing, Sales
With the Department of Labor’s fiduciary rule now in effect, ABA today released a new members-only guide to help banks understand the rule’s implications for their marketing and sales activity.
Artificial Intelligence and Sales
By Ron Wellman
Sales Tactics for Meaningful Change
by Anthony Iannarino
3 Simple Ways to Support Rev Gen
By David Mattson
Beyond the Cross-Sell: Deepening Relationship Banking
Regular outreach calls, tracking of customer goals and value-added events help bankers win with customers—without making a hard sell.
Incentive Compensation, Sales Practices High on Supervision Agenda
Examiners at the Consumer Financial Protection Bureau and the OCC remain intensely focused on incentive compensation and sales practices, particularly at banks with more than $20 billion in assets, according to senior officials speaking at ABA’s Government Relations Summit this morning.
The Enduring Power of Coaching
By Jack Hubbard