Banking Needs Personalization at Scale

The Purposeful Banker · Dec 4, 2017 · 14m

There's a shift in relationship banking and it's time to act accordingly.

Jim and Dallas discuss the changes we're seeing in relationship banking and what you can do at your bank to better serve your customers. This topic comes from a recent Financial Brand article by Jim Marous entitled, "Banking Desperately Needs A Relationship-Based Selling Strategy."

Show Notes:

Banking Desperately Needs A Relationship-Based Selling Strategy, by Jim Marous

3 Reasons to Cross-Sell & 4 Ways to Do It Better, Dallas Wells