Hubspot Sales

JANUARY 5, 2024

As a small business owner myself, harnessing AI for inside salespeople has been rattling around in my mind since the launch of ChatGPT. It’s been pretty exciting to see the creativity that people all over the world are bringing to AI to improve their processes, create new services, and make being in business more fun and profitable. So here we are — a little over a year after OpenAI changed the landscape of what can be sped up or fully automated for anyone using the internet.

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NG Data

JANUARY 5, 2024

David Germann and Jon Douglas, two executives at Credit Union of America, discuss their unique career paths and emphasize the significance of upholding values amidst the rapid pace of technological innovation in the financial industry. Source The post Upholding values amid a fast and furious tide of innovation appeared first on NGDATA.

Innovation 52

Innovation 52

Arpedio

JANUARY 5, 2024

In the dynamic terrain of sales, forging a path to success is an intricate dance of strategy, customer insight, and relentless pursuit of growth. Central to this quest is the art of strategic account planning , a methodical approach that marries sales strategy with customer relationship management to foster business growth. This guide is designed to shed light on the transformative power of strategic planning within sales, exemplifying how it’s not just about reaching targets but setting t

Account Planning 52

Account Planning Value Proposition Account Management Sales 52

NG Data

JANUARY 5, 2024

Community banks embracing AI for enhanced efficiency must be wary of regulatory risks, especially those related to fair lending and customer interaction. Using AI in credit underwriting can lead to disparate impact liability, even without intentional discrimination, as algorithms' neutrality doesn't guarantee fairness. Chatbots in customer service can violate consumer financial protection laws if they provide inaccurate information.

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Artificial Intelligence Banking 52

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What if you could help your sellers stop wasting 72% of their day on non-selling activities and focus on bringing in revenue? Incorporating AI in your enablement workflows can help you cut down on busy work, get projects done faster, and let your team (and you!) focus on making a bigger impact. We put together this guide to show you how to use AI to cut time and costs for projects, including collateral creation, development of training videos, and automating tedious processes.

Sales Management

Arpedio

JANUARY 5, 2024

In the competitive world of sales, the art of relationship management is a pivotal factor that drives success. Effective relationship management in sales is not just about making connections; it’s about building and maintaining long-term partnerships that benefit both parties. Introduction to Relationship Management in Sales In the dynamic arena of sales, relationship management is more than a buzzword; it’s the linchpin of success.

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Management Emotional Intelligence Client Relationships Sales 52

NG Data

JANUARY 5, 2024

Banks must focus on building win-win relationships with consumers to excel, especially as traditional deposit-gathering strategies become less effective. Financial institutions should use data to understand and personalize experiences for different customer segments, creating trust and loyalty. This approach can lead to increased engagement, profit, and a growing customer base.

Marketing 52

Marketing Banking Profitability 52

NG Data

JANUARY 5, 2024

The increasing competition in the financial industry has led consumers to compare offerings from different institutions, particularly for credit products like mortgages and auto loans, with interest rates and repayment terms being the primary deciding factors. Credit unions face competition from fintech companies offering installment payment plans, and while some credit unions plan to offer these options, many do not, which could impact their ability to attract and retain members.

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Arpedio

JANUARY 5, 2024

At the heart of every thriving enterprise lies a keen focus on business relationship optimization , a task achieved through strategic roles that many might find overlapping—Account Management and Customer Success. While both functions are instrumental in driving organizational growth, distinguishing their unique contributions is fundamental. Client account management has long been the cornerstone of fostering long-term business relationships, whereas customer success management has emerged as a

Account Management 52

Account Management Customer Success Management Energy and Utilities 52

NG Data

JANUARY 5, 2024

Despite the rise of digital marketing, financial services emails still enjoy high open and click-through rates. Financial marketers must focus on relevance, personalization, and targeted content to engage customers. Source The post Email Marketing in Banking Has Changed: Answers to Key Questions appeared first on NGDATA.

Banking 52

Banking Marketing Financial Services Digitalization 52

Nutshell

JANUARY 5, 2024

Nearly 70% of working professionals globally say they use messaging apps daily for work. Which free texting apps can you use to stay in touch with your colleagues and loved ones? Keep reading to find the best free texting apps and learn how to choose the best texting app for you! Table of Contents What makes an excellent free texting app? The 8 best free texting apps WhatsApp Viber Telegram Messenger Signal TextPlus Chomp SMS TextFree FAQs about the best free chat apps What makes an excellent fr

Banking 54

Banking Communication Organization Management 54

2023's struggles fueled a shift: companies are ditching wasteful strategies in favor of data and AI-powered growth. Enter 2024, the year GTC takes center stage. Discover 5 ways a customer-centric approach unlocks new revenue and delivers lasting success.

Nutshell

JANUARY 5, 2024

Nearly 70% of working professionals globally say they use messaging apps daily for work. Which free texting apps can you use to stay in touch with your colleagues and loved ones? Keep reading to find the best free texting apps and learn how to choose the best texting app for you! Table of Contents What makes an excellent free texting app? The 8 best free texting apps WhatsApp Viber Telegram Messenger Signal TextPlus Chomp SMS TextFree FAQs about the best free chat apps What makes an excellent fr

Banking 54

Banking Communication Organization Management 54