South State Correspondent

MAY 2, 2022

As a result, bankers love the idea of a sales funnel – put enough prospects at the top of the funnel, and a certain number of customers will fall out the bottom. Add more resources, and you get more customers. Instead of thinking about how you can grow customers, the commercial lending team often thinks about increasing loans.

social media 195

social media Management Marketing Resources 195

PYMNTS

JANUARY 18, 2018

The regulatory pressures on banks is not only fierce, it’s also continually changing, forcing financial institutions (FIs) to invest vast resources to stay on top of evolving rules. But according to a new report from EY, it would be unfair to say that regulation is the only driving force behind large banks’ changing market strategies.

Regulation 156

Regulation Innovation Fintech Marketing 156

Gonzobanker

JUNE 22, 2017

Commercial lending/banking training progression – We see too many banks that over-rely on a “steal the talent” approach to commercial and business lending expertise (that’s essentially outsourcing). First, despite the development of big bank lending talent that happened in the last 20 years, the pool is starting to dry up.

Training 89

Training Lending Customer Experience Tools 89

William Mills

MAY 10, 2016

There is a growing focus on customer experience and related compliance issues. Qumrum allows banks to actually document customer interactions online. The idea is to popularize the kind of resources that only pro investors have had access to. Leveraging assets from mobile banking and moving into the customer journey.

San Jose 40

San Jose Customer Experience Mobile social media 40

Social Assurance

NOVEMBER 6, 2020

By having CFOs and CEOs in attendance, content would lend itself to position bank marketers as a critical function within any organization. The new format provided an opportunity for high caliber speakers and presentations representing marketing and further reinforcing the role and value of marketing at financial organizations.

Marketing 12

Marketing Conference Minneapolis Analytics 12

William Mills

MAY 11, 2016

If you have a large retail investor base, and no resources to interact with them, then perhaps there some value? ^SR. Customers can store all of their online profiles in one secure location to improve user experience. What’s the market strategy? BLEND stands for better lending. Who is the target audience?

Video 40

Video Mobile social media Analytics 40

William Mills

MAY 9, 2018

A TON of really old technology is being used in mortgage lending. Our Actionable Intelligence Management solutions help banks and mortgage companies streamline and automate manual processes, seize new business opportunities and manage compliance, all while transforming the customer experience. Key Partnerships & Customers.

Security 40

Security Samsung Strategy San Jose 40