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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

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
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