April 18, 2013
So you’re excited your onboarding program is off the ground. Your staff is following up with new customers or members after two weeks and beyond. If your onboarding program is anything like what we see at many financial institutions, it may resemble one of these two hapless scenarios: The Passive, Marginally Effective Courtesy call – [...]
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March 26, 2013
Whether you attended my relationship management sessions at the Jack Henry Associates PEC conference or not (thanks to those of you who did), this follow up will provide some insight for resolving challenges to developing a banking relationship management culture that many of you shared after my sessions, at the round table discussions and talking [...]
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