Integrity Solutions

OCTOBER 23, 2023

One of the most common pathways into sales is… accidental. Many people find themselves taking a sales role almost as a layover en route to their “real” career. And then a funny thing happens: They realize they like doing sales. “To become successful in sales, you need a lo t of networking.

Sales 114

Sales Coaching Education Feedback 114

Beyond Philosophy

MARCH 31, 2015

Both quotes seem to apply to what is currently transpiring with retail branch banking, and where it seems to be trending. Banks can’t quite make up their minds about what branches are supposed to be. The largest banks appear to be all about building branch relationships through technology. Are they both? Are they neither?

Banking 310

Banking Airlines Self service Finance 310

JustCall

FEBRUARY 17, 2022

Want to ramp up to more than 100 cold calls in a day with a powerful sales dialer? Well, we know how difficult it gets to meet sales quotas, when you’ve got to deal with the mess of finding lead numbers, then dialing them manually, and ending up on a dial tone. What is a Sales Dialer? How do modern sales phone dialers work?

Sales 104

Sales Abandon rate Real estate voip 104

ijgolding

MAY 6, 2020

This is a post about customer experience (CX) transformation – about the incredible work being done by a bank in Eastern Europe in their quest to become sustainably customer centric. Budapest Bank had actually started its customer experience program at the end 2015. I first met Laura Tengerdi and Andrea (Andi) Hanyecz in 2016.

Banking 93

Banking Customer Experience Customer centricity Government 93

Hodusoft

FEBRUARY 1, 2023

Accelerating Banking Success: The Top Business Phone Systems to Consider The banking industry is constantly evolving and adapting to the ever-changing technological landscape. One of the areas where this evolution is most evident is in the way banks communicate with their customers. What is a banking phone system?

Finance 52

Finance Banking voip Analytics 52

Integrity Solutions

NOVEMBER 22, 2022

With employee turnover one of the most serious internal threats credit unions and banks face today, many forward-thinking financial institutions are taking a hard look at their organizations culture and opportunities to change. Identifying and communicating the desired culture is only the beginning.

Employee engagement 79

Employee engagement Banking Coaching Personalization 79

REVE Chat Blog

FEBRUARY 12, 2020

In this digital age, the banks and financial institutions need to be digitally transformed to deliver a consistent customer experience in banking whether it is online or retail. Banks functioning digitally have witnessed reduced costs and streamlined processes. What is customer experience (CX) in Banking? .

Banking 76

Banking Customer Experience Chatbots Big data 76

ShepHyken

FEBRUARY 6, 2023

” About: Scot Pickerill is the Vice President of Americas Inside Sales, Service, and Sales Operations for Fender. Bank of America, and American Express. Don’t be afraid to lean to discomfort, test new things, and then measure it to ensure that it’s working the way you designed it.”

Feedback 302

Feedback Banking Sales Customer Service 302

Integrity Solutions

APRIL 13, 2022

From customer service to marketing to product development, the job of selling is no longer confined to those people working within the sales organization. But just because leaders are on board with the notion than “everyone is in sales,” that doesn’t mean everyone is comfortable with taking on that role.

Sales 52

Sales Customer Service Banking Customer Experience 52

Beyond Philosophy

OCTOBER 31, 2016

Like millions of Wells Fargo customers, Lorraine and I have checked to see if we had any accounts opened with the bank without our consent. A criminal investigation was launched last week in California to identify whether the bank committed felonies. Like millions of Wells Fargo customers, we don’t trust them because they lied.

Banking 0

Banking Consulting Consulting Sales 0

Beyond Philosophy

OCTOBER 7, 2021

Many organizations drive their actions to suit quarterly reporting, sales figures, and profits for this year and, as a result, don’t think long term. Wells Fargo is a big retail bank in the U.S. Loyalty creates an Emotional Bank Account, which I first heard about in Stephen Covey’s Seven Habits of Highly Effective People.

Airlines 432

Airlines Banking Accountability Customer centricity 432

PeopleMetrics

FEBRUARY 28, 2015

A practical approach to doing this is to first determine what customers need and want from their banking relationship and second to identify and refine common events where the bank is failing to deliver against those needs. Being easy to bank with. The bank makes it simple, clear and easy. Where Banks Often Fail.

Banking 126

Banking Customer Experience Construction Accountability 126

Integrity Solutions

MAY 20, 2019

One of the biggest issues on the minds of L&D professionals working in and with financial institutions today: What separates the most effective tellers, CSRs, loan officers and other bank and credit union employees from all the rest? And more to the point, what’s holding back everyone else? Why Addressing Motivation Matters.

Sales 74

Sales Banking Engineering Personalization 74

Steve DiGioia

SEPTEMBER 24, 2020

He signs our paycheck, yes, but it’s drawn on the “bank of the customer”. As mentioned by helpscout.com, “Great businesses see service not as a cost, but as a sales opportunity.”. The “boss” doesn’t pay us, the customer does. The boss just passes us a portion of the money that’s spent by our customers.

Customer Service 310

Customer Service Banking Sales Personalization 310

Integrity Solutions

JANUARY 15, 2020

It’s within their reach, you think, if only they’d increase their sales activity. And until you get to the root of the issue- their sales mindset- both of you will continue to be frustrated. This isn’t a new problem in sales, but it’s becoming increasingly prevalent in today’s business environment.

Sales 85

Sales Coaching Banking Morale 85

Quality Contact Solutions

DECEMBER 31, 1969

There are several reasons why a bank should use telemarketing companies to conduct its outbound telemarketing campaigns rather than internally. Banks, like any other business, have finite resources when it comes to operating budgets, space, and personnel to build an in-house call center operation. It is the relationship that matters.

Telemarketing 40

Telemarketing Banking outsourcing Call Center 40

Tenfold - Contact Center Blog

JUNE 22, 2018

They have no attachment to legacy systems that banks and finance companies have been holding onto for years, despite the wave of new technologies in business and communications. A 2017 report by Accenture indicated that 71% of financial services consumers are open to using “entirely computer-generated support for banking services.”

Finance 64

Finance Banking Technology Chatbots 64

TRUSTID

JANUARY 22, 2013

Along with providing faster and more convenient ways to bank, financial institutions are constantly challenged with making sure all of their customer channels are protected. And this says nothing about the damage that security questions can have on the goodwill of banking customers.

Banking 48

Banking Sales Call Center Contact Center 48

Merchants

OCTOBER 15, 2020

Serving over 16 million clients worldwide, the Royal Bank of Canada is one of the country’s largest financial services companies, and among the largest banks in the world. The post Case Study | Boosting sales and conversions through smart voice listening appeared first on Business Process Outsourcing Services | Merchants CX SA.

Sales 52

Sales Business Process Outsourcing Banking outsourcing 52

Integrity Solutions

DECEMBER 13, 2019

Sales organizations that are not only meeting but surpassing their annual goals are relentlessly focused on two core principles: purpose and values. Every sales leader is looking for that magic formula for sales success — the one that will lead to higher conversion rates, increased revenues and stronger customer loyalty.

Sales 57

Sales Banking Metrics Technology 57

Beyond Philosophy

FEBRUARY 15, 2018

The San Francisco-based bank, whose employees opened many fraudulent and unauthorized accounts in their customers’ name, now enjoys the dubious honor of shouldering the most substantial penalty the agency has issued since its formation in 2011. So, after destroying the trust their customers felt toward their bank, what should they do now?

Banking 352

Banking Accountability Consulting Consulting 352

Integrity Solutions

DECEMBER 13, 2019

Sales organizations that are not only meeting but surpassing their annual goals are relentlessly focused on two core principles: purpose and values. Every sales leader is looking for that magic formula for sales success — the one that will lead to higher conversion rates, increased revenues and stronger customer loyalty.

Sales 57

Sales Banking Metrics Technology 57

Avaya

OCTOBER 25, 2017

Sources like CNBC and The Telegraph predict that the retail bank branch will die within the next decade. In fact, the market is heading towards bank branch innovation unlike anything we’ve ever seen. Traditional vendors must now compete alongside newer digital-only banks like Ally in the U.S., In Italy, banks like CheBanca!

Banking 58

Banking Telecommunications Big data Self service 58

Enghouse Interactive

JULY 16, 2018

Digital Banking Success Begins with Customer Experience. As digital banking capabilities have expanded, so has consumer adoption of online and mobile channels. In 2018, 57% of all banks and credit unions have adopted digital mobile banking options. Member Obstacles to Adopting Digital Banking.

Banking 40

Banking Customer Experience Contact Center Interactive Voice Response 40

JustCall

MAY 12, 2021

Sales enablement is the key to unlock the full potential of your sales reps. Equipping sales teams with the right tools, resources, and techniques increases your likelihood of converting leads. Having a skilled sales team is good. But, before we jump into that, let's get a quick understanding of what is sales enablement.

Sales 52

Sales call center software Scripts call center solutions 52

Andrew Mcfarland

SEPTEMBER 24, 2022

Before you jump from sales to project management, there are some things you should know. This is critical since many sales teams find their financials a complete mess when they hand the account over to project management. If you are considering transitioning from sales to project management, there are several things to consider.

Sales 48

Sales Management Construction Upselling 48

ShepHyken

DECEMBER 24, 2021

I don’t know I needed to be compliant: Your bank is not required to ask you to be compliant. Avoid Fines: Banks can fine you $5000 – $100,000 monthly for PCI violations. . Increased Sales: PCI compliance reduces anxiety for customers sharing sensitive data, meaning more conversions and sales. .

Call Center 309

Call Center outsourcing Banking Education 309

Noble Systems

OCTOBER 22, 2018

In light of recent news from the royal commission exposing misconduct by Australian banking and financial institutions, businesses in the financial sector should consider taking a look at their internal sales practices and potentially recalibrating their corporate culture. X Bank made it easy for me to handle my issue/request.

Banking 48

Banking Gamification Customer centricity Surveys 48

CrazyCall

SEPTEMBER 4, 2018

Sales influencers adore doing this. Of course we can’t highlight thousands, indeed tens of thousands of inspirational and experienced sales executives, but we’ve created this list of 21 influencers who constantly share helpful advice, sales tips & tricks on social media and make up the world of sales, including the social selling.

Sales 129

Sales SaaS CRM B2B 129

ShepHyken

JANUARY 14, 2024

Based on this article and a Qualtrics study, this may be true, but some industries, such as consumer payment companies (Venmo and Square) and banks, have gained consumer trust. My Comment: This article starts with findings from 300 retail sales associates interviewed for the Voice of Retail Sales Associate report.

Customer Service 144

Customer Service Best practices Metrics Banking 144

Global Response

MARCH 25, 2024

Share the customer journey map with your marketing, sales, customer service, product development, and IT teams. Save money and increase sales with a brand-obsessed, people-first team that delivers a high-touch, superior customer experience, every time. This KPI is critical for understanding the effectiveness of the sales funnel.

Journey mapping 62

Journey mapping Banking Analytics Sales 62

ShepHyken

JANUARY 14, 2024

Based on this article and a Qualtrics study, this may be true, but some industries, such as consumer payment companies (Venmo and Square) and banks, have gained consumer trust. My Comment: This article starts with findings from 300 retail sales associates interviewed for the Voice of Retail Sales Associate report.

Customer Service 139

Customer Service Best practices Metrics Banking 139

Method:CRM

OCTOBER 1, 2018

Podcasts are an excellent resource for people working in sales roles. Much like sales books , podcasts allow sales professionals to learn directly from industry experts, without breaking the bank on conference fees. With such a wide range of sales podcasts available for free, narrowing down the options can be tricky.

Sales 65

Sales B2B B2C Entertainment 65

JustCall

MAY 2, 2022

Speech analytics is one such technology that allows companies to increase their sales by tailoring their interactions with prospects and enhancing sales pitches. How Speech Analytics Can Help You Boost Sales? Here are some ways speech analytics can fill the existing gaps in the sales ecosystem: Tailored Sales Call Scripts.

Analytics 52

Analytics Sales Customer Service Scripts 52

Integrity Solutions

JUNE 11, 2020

What are banks and other financial institutions doing to regain society’s trust? With the world now reeling from the devastating health effects of COVID-19 and the economic impacts of measures designed to contain the virus, banks are once again being closely watched as they react to significant social and economic suffering.

Banking 91

Banking Sales Coaching Management 91

Nicereply

APRIL 22, 2021

Today, I’ll try to make a case for why it’s a good idea to measure satisfaction at various points in your customer journey and why I think it’s a great idea to measure satisfaction with your sales reps. Why measure CSAT in sales? Services such as banks, telco providers, or even specialized e-shops often have little competition.

Sales 52

Sales Surveys Upselling Feedback 52

Lumoa

OCTOBER 20, 2022

Companies that deliver excellent customer experiences often see higher customer lifetime values and improved sales numbers. Let’s look at banks. Customers who are highly satisfied with their bank are more likely to get a mortgage, loan, or credit card from that bank.

Customer Experience 122

Customer Experience Banking Customer retention Customer advocacy 122