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How to use Microsoft Teams Breakout Rooms (Part 1 of 2)

Perficient

In today’s blog, we’ll discuss what a breakout room is used for, how to create one, how to assign people to a specific breakout room, and how to start/open and close your Breakout Rooms. Now that we know what Breakout Rooms are and what they can be used for, let’s talk about how to get a Breakout Room created!

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How to Practice Loan Pricing Discipline

South State Correspondent

To optimize loan portfolio profitability, community banks must recognize how to migrate through the credit spectrum (see an example of the concept in the graph below). In our future articles, we will discuss some of those relationship parameters and how they affect bank performance.

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Charm Pricing in Banking: How To Use The Left Digit

South State Correspondent

The post Charm Pricing in Banking: How To Use The Left Digit appeared first on SouthState Correspondent Division. Experiment with different price points for loans, deposit accounts, deposit rates and fee income lines such as lock box, loan sweep and others and track your conversions.

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How to manage risk for a successful implementation

Accenture

The post How to manage risk for a successful implementation appeared first on Accenture Banking Blog. The technology behind lending systems has advanced significantly in recent years, and commercial banks are keen to take advantage of those advances and improve their processes to unlock the value that modern systems can provide.

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How to Overcome the Pain Points of Your CRM

Leveraging research and commentary from industry analysts, this eBook explores how your sales team can get back valuable time by overcoming some pain points with your CRM, such as low adoption rates, integrations, and data quality.

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How to use Microsoft Teams Breakout Rooms (Part 2 of 2)

Perficient

Last time, we discussed what breakout rooms were, how they are created, how to assign users, and how to open/close a breakout room. How do I tweak the Breakout Room settings? Since you already know how to create and start a breakout room, let’s take a look at the settings you have at your disposal.

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How to Set Your Strategic Planning Time Horizon

South State Correspondent

The process is everything, so figuring out how you are going to decide on strategy, customers, deposits, etc. Since you already have capital, banks need to rethink how to extend their strategic planning time horizon to match their capital. is step one. Once you have a process, then strategy should come next.

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The State of Automation in Financial Services 2024 Report

In this report, you’ll find a comprehensive analysis of survey responses from executives at banks, credit unions, and insurance companies concerning their organization’s current and future use of automation.

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How to Overcome the Pain Points of Your CRM

It’s no secret, only 13% of salespeople are satisfied with their CRM. The promise of a CRM ( customer relationship management ) led organizations to believe each could digitally transform its businesses through tracking touchpoints throughout the buyer’s journey.

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The 5 Stages of Account-Based Marketing — and How to Win Them All

In this eBook, we’ll walk you through how to leverage strong data and go-to-market tools to unlock the five stages of ABM: define, identify, engage, convert, and connect. Running an ABM program on data you don’t trust means wasted time, resources, and lost revenue. ZoomInfo’s MarketingOS changes all that.

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How to Stay Competitive in the Evolving State of Martech

To help practitioners keep up with the rapidly evolving martech landscape, this special report will discuss: How practitioners are integrating technologies and systems to encourage information-sharing between departments and promote omnichannel marketing.

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Pressure Points: How to Ensure Your B2B Pipeline Passes Inspection

This eBook highlights best practices for developing a pipeline management process that helps sales leaders and their team C.L.O.S.E you’ll see what we mean in this eBook) more revenue through data-driven prospecting, stage analysis, and subsequent sales enablement.

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The Blueprint for a Customer-Centric Digital Lending Experience

Biz2X Chief Product Officer Aaron Traub covers everything from how to create such an experience, areas to hone in on, pitfalls to avoid, and plenty more in this insightful article. Traub even dives into communication styles, teamwork, and how to best operate along the way. Download to learn about all of this in Biz2X's latest.

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Trusted AI 102: A Guide to Building Fair and Unbiased AI Systems

Download this guide to find out: How to build an end-to-end process of identifying, investigating, and mitigating bias in AI. How to choose the appropriate fairness and bias metrics to prioritize for your machine learning models. How to successfully navigate the bias versus accuracy trade-off for final model selection and much more.

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What We Learned From Our Own Data-Driven ABM Strategy

Instead of wading through a series of vague “how-to kick-start your ABM strategy!” ZoomInfo has created the following eBook to help other B2B organizations gain insights on how to launch their own data-driven ABM strategy. On the surface, this is an accurate statement. So, what does ABM look like in 2022?