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Acquiring Customers and Expanding Relationships with Referrals

Describes how Connects referral capabilities, embedded part of the sales and service [...]

By |2025-01-17T14:50:56+00:00January 17, 2025|Financial Services, Omni-Channel Delivery, Acquisition, Role of the Banker, Sales Management|Comments Off on Acquiring Customers and Expanding Relationships with Referrals

ARGO Drives Customer Engagement Transformation for Financial Institutions

ARGO Connects enables financial institutions to implement an automated, Omni-channel, customer-centric delivery [...]

By |2023-07-10T14:41:35+00:00March 22, 2023|Financial Services, Sales Management, Omni-Channel Collaboration, Customer Experience, Omni-Channel Delivery, Lending, Acquisition, Service, Customer Engagement|Comments Off on ARGO Drives Customer Engagement Transformation for Financial Institutions

A Six-Pillar Campaign Strategy to Help Financial Institutions Achieve Quantifiable Results in a Digital Era

A successful campaign framework includes six key components, including message [...]

By |2023-07-11T16:38:06+00:00December 10, 2022|Financial Services, Acquisition, Role of the Banker|Comments Off on A Six-Pillar Campaign Strategy to Help Financial Institutions Achieve Quantifiable Results in a Digital Era

Improving Sales and Sales Performance Management

Sales and sales performance management supports the bank’s growth objectives [...]

By |2023-07-21T16:43:34+00:00December 10, 2022|Financial Services, Omni-Channel Delivery, Acquisition, Role of the Banker, Sales Management|Comments Off on Improving Sales and Sales Performance Management
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