by The Emmerich Group | Jul 18, 2024 | Capture Profitable Deposits, Customer Satisfaction, Customer Service, Customer Success, Deposits, Fast and Low-Risk Loan Growth, Get More Cross-Sales, High Performance, High Quality Loans, Profitability and Growth, Sales Process, Sales Training, Strategic Planning, USP
It’s a whole new playing field out there. With AI we now have the tools to find your next best customers, but if you don’t bring wisdom to the tools, you have more junk. There’s a world of difference between information and communication. There’s a world of...
by The Emmerich Group | Jul 11, 2024 | Capture Profitable Deposits, Customer Success, Deposits, Employee Training, Fast and Low-Risk Loan Growth, Get More Cross-Sales, High Performance, High Quality Loans, Profitability and Growth, Sales Process, Sales Training, Strategic Planning, USP
We know that for banks that have 2 billion in assets that anywhere between 50 to 140% of their profits come from their top 100 most profitable customers. But the real question is how do we find another 100 just like these? Well, they have the same psychographics,...
by The Emmerich Group | Jul 3, 2024 | Customer Success, Employee Training, Get More Cross-Sales, High Performance, Profitability and Growth, Sales Process, Strategic Planning, USP
Several years ago, there was a gentleman who came into our boot camp, and he was an EVP of a bank on the West Coast. He told me that they had hired a firm, spent several hundred thousand dollars, and been in meetings for five months to figure out how to find their...
by Shaun Heuerman | Feb 11, 2020 | Bank Marketing, Customer Success, Sales Process, Sales Training
If you’re feeling trapped in rate competition, you’re in “Commodity Hell”… and it’s not a fun place. When your customers and prospects view you as no different than the bank down the street, you create a situation where...
by Shaun Heuerman | Oct 20, 2011 | Customer Satisfaction, Customer Success
Here Are Five Ways to Improve Your Bottom Line and Customer Satisfaction 1) Bundle your products so there are no apple to apple comparisons: “Our 7-year mortgage program happens to come with free checking, free bill pay, free Internet banking, a free debit card...
by Shaun Heuerman | Mar 17, 2011 | Customer Success, Sales & Marketing, Sales Process
Anyone who has seen The Sound of Music knows there are seven notes in the musical scale, from ‘do’ (a deer) to ‘ti’ (a drink with jam and bread). But do your salespeople know about the seven notes on the sales question scale? Not all questions are the same. Just as...
