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How To Use “Strategic Product Communication” In Banking

South State Correspondent

That got us thinking about how we can improve communication with our commercial customers. In this article, we look at the data to highlight how to use “strategic product communication” to increase customer retention and usage. Communication. 43% of the respondents left because of the lack of communication.

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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 Build a Bank Website For AI Agents

South State Correspondent

We discuss this potential journey of how to adjust your website for AI agents. The post How to Build a Bank Website For AI Agents appeared first on SouthState Correspondent Division. Why Build a Bank Website for AI Agents? Its not about replacing websitesits about adding a new lane on the digital highway, just for machines.

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How to Increase Debit Card Profitability

South State Correspondent

For that matter, when fees do get cut, banks will have to start contemplating how to move off the debit card network rails to establish their own networks, possibly utilizing FedNow as a common payment rail. The post How to Increase Debit Card Profitability appeared first on SouthState Correspondent Division.

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How to Choose the Best Automated Documentation System for Commercial Loans

Not all automated loan doc prep solutions are created equal. Learn what you should know so that you can make the best choice for your business. The commercial lending space is booming as more developers take on projects, especially with the booming need for housing. For lenders, this means an influx of loan applications and paperwork.

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How to avoid costly BSA enforcement actions: Proactive steps for bank compliance

Abrigo

Read More The post How to avoid costly BSA enforcement actions: Proactive steps for bank compliance appeared first on Abrigo.

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How to prevent internal fraud at your bank or credit union

Abrigo

How to prevent internal fraud at your bank or credit union Of the many fraud risks banks and credit unions face, one of the most costly comes from within the institution itself. Learn how to prevent internal fraud in banks and credit unions. Find out how Abrigo Fraud Detection stops check fraud in its tracks.

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5 Things Lenders Need to Know About Portfolio Loans & Their Documentation

Discover the key benefits of portfolio loans and learn how to streamline your lending process with our infographic, "5 Things Lenders Need to Know About Portfolio Loans & Their Documentation."

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New York Lien Law Essentials: 5 Key Facts for Commercial Lenders

From documentation requirements to the implications of non-compliance, learn how to safeguard your lending position and prioritize legal adherence. Plus, discover how GoDocs' automated solutions can ensure compliance, efficiency, and peace of mind for lenders venturing into New York's lucrative real estate landscape.

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A Comprehensive Guide to Construction Loan Issues for the Commercial Loan Market

It is important to enter the loan and construction process with a clear understanding of how it works, the challenges that will arise, and how to avoid potential pitfalls. After the recession of 2020, more people are turning to commercial lenders to fund new construction or renovations.

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Buyer’s Checklist: How to Evaluate a B2B Contact Data Provider

After reading, you’ll gain insight into the following components: How to develop a framework for analyzing a vendor’s contact and account data. Many organizations fail to properly evaluate vendors during the selection process. Download ZoomInfo’s data-driven eBook for guidance on effectively assessing the vendor marketplace.

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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. We’ll show you how to create a unified system with your sales team to help them land more qualified opportunities and connect with prospects like never before.

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Signal-Based Selling: How to Leverage 4 Key Buying Signals

Download this free eBook to find out how your GTM team can leverage high-value buying signals to sell smarter and win faster, including: Key definitions and best practices for signal-based selling Actionable tips based on real-world experience for four specific buying signals How to leverage high-quality B2B data to level up your signal-based selling (..)

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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 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.