How to Fix, Scale and Transform Broken Banking Sales
Get practical advice such as creating a high-quality banker-delivered financial check-up that drives branch traffic and leveraging a Virtual Financial Coach
Bank and credit union sales practices are broken. Most branch staff are order takers or product pushers while digital channels are simply brochureware. Meanwhile, your customers are craving personalized guidance, with 67% of Americans not meeting their financial goals, including those in desirable customer segments such as the emerging affluent.
This disconnect between customer need and sales delivery not only undermines revenue growth but also fails to deliver the ubiquitous firm mission that goes something like "we help customers reach their financial goals."
This talk will be rich in "how to" details, such as how to create a high-quality banker-delivered financial check-up that drives branch traffic, and how a Virtual Financial Coach is transforming credit improvement guidance.
What You’ll Learn:
- Why the bank and credit union sales model is broken
- How to transform your sales approach so you can deliver omnichannel advice and guidance
- How to use proven AI technologies to quickly implement the new sales model
