by Shaun Heuerman | Dec 16, 2021 | Consulting
There’s been a popular question around for decades: How to improve cross-selling in banks? Yes, some people don’t like to use the word “cross-sells” after what happened with a certain large bank that got into some trouble. But the reality is that...
by Shaun Heuerman | Dec 2, 2021 | Consulting
Do you hold the entire relationship for every one of your bank account holders? I hope you do. But maybe you don’t. And maybe your people don’t know how to get effective cross-selling done. If you’re not averaging five, six, or even seven...
by Shaun Heuerman | Nov 25, 2021 | Consulting
This Thanksgiving holiday, I give thanks for you. And I hope that you’re in a state of gratitude. Gratitude is the filter with which we take in life. At every moment in time, things could be a whole lot worse. And that’s what gratitude is–seeing the good...
by Shaun Heuerman | Nov 11, 2021 | Consulting
Quite a few decades ago, I remember going to bank CEO conferences and hearing this line uttered: “Our people are order takers, we’ve tried everything, we don’t seem to be able to break this problem.” Guess what? Well, now here we are two-three decades later....
by Shaun Heuerman | Nov 4, 2021 | Consulting
The days of transactional banking are over. Yes, there was a day when the customers would walk into our lobbies. Yes, there was a day where they came looking for us. Yes, I remember those days, too. Those days are long gone And it was a rapid turn. Yes, the amount...
