How Technology Can Help Scale Personal Relationships with Customers [VIDEO]

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...

Finding Top 100 Customers [VIDEO]

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,...