relationship management

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Pitch Perfect: How Sales Enablement Can Optimize  Your Bank’s Competitive Differentiation Strategy

Pitch Perfect: How Sales Enablement Can Optimize Your Bank’s Competitive Differentiation Strategy

Shaalin Parekh
Written by Shaalin Parekh June 3, 2019

It’s no secret that B2B banking is becoming increasingly commoditized. These days, small- and medium-sized companies are using far more banks than even just a few years ago: according to Gartner’s 2016 Study: “A New Basis for Competitive Advantage,” 53 percent of companies use four or more financial providers. Meanwhile, Fintech competition is also ramping…

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Are You Empowering Your Relationship Managers With the Right Technology?

Are You Empowering Your Relationship Managers With the Right Technology?

Alyssa Drury
Written by Alyssa Drury February 20, 2019

In the hyper-competitive world of banking, clients are always demanding greater levels of personalized service. In fact, it’s practically a prerequisite for entrusting institutions to manage their financial affairs and elevate the customer experience. This reality puts intense pressure on your relationship managers, who are not only responsible for helping to deliver that personalization, but…

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