Banking

Shaalin Parekh hosted a webinar in conjunction with Bobby Martin from Vertical IQ and Jim Marous from The Financial Brand. You can see the full webinar here. Over the past few years, banks have been increasingly focused on using big data, artificial intelligence, and advanced analytics to create more personalized experiences for their clients. In…

To keep your best clients, you have to bring your A game. Here are some simple ways you can maintain and grow your existing client relationships by using industry intelligence, like you will find from Vertical IQ, to create a highly personalized client experience.

Today’s sales and marketing teams are operating in the age of the customer. To be successful, these teams must focus their strategies and actions on the buyers’ problems and opportunities. Marketers are tasked with generating high-quality leads for the sales team. While marketing looks to improve the lead conversion process, sales looks to accelerate the…

Delivering personalized, compelling content at every customer touchpoint has become essential. 85% of sales and marketers now agree that buyers will actively dismiss their marketing and sales efforts if they don’t receive tailored content. When also considering the fact that the buyer’s journey is more complex than ever before, the challenge before sellers and marketers…

Customer experience has long been a priority for B2C companies, but it hasn’t been a focus for B2B organizations until more recently. The B2B selling space is evolving, funnel dynamics are shifting, and buyers are becoming better informed. Perhaps the most significant changes are the shift in the balance of power in the B2B purchase…

Almost every company struggles with sales productivity, and this problem is only exacerbated by the rising pressure to meet or exceed increasing revenue targets. Organizations are growing their sales teams and chasing more aggressive sales goals, but they aren’t scaling their processes, best practices, and sales tools at the same rate. As a result, productivity…

“Efficiency is doing things right; effectiveness is doing the right things.” – Peter Drucker, father of modern management theory In other words, just because you CAN do something, does that mean you SHOULD? And what SHOULD you be doing anyway? ‘Sales efficiency’ and ‘sales effectiveness’ sound like vague concepts, but they can actually have a…

Did you know that walking through a doorway triggers the brain to forget? You get off the couch and leave the room for a glass of water, but by the time you’re standing in the kitchen you’ve forgotten why you even left the couch. Psychologists call this the Doorway Effect, and while it can seem…

Buyers have taken control of the modern sales cycle, and successful salespeople today know they need to act like trusted advisors with prospects to simplify their decision-making process, understand their needs and behavior, and deliver immediate value, otherwise they will lose the deal. Great sales managers and sales reps won’t just accept that a deal…

For banks, lending is getting less profitable and funding has gotten more costly. According to David O’Connell of the AITE Group, this means banks need to embrace lending as the “tip of the spear” and field new opportunities to acquire deposits. Maximizing collaboration between lenders and treasury management and “treating all products and services as…