While the data says: Frequent personal contact from assigned account officers who understand clients’ industries and cash flows drives client loyalty and relationship profitability, that model can be inefficient and expensive. In response, many banks have explored virtual channels – business bankers in remote call centers. But you can't become 'trusted advisors' to people you've never met, in person...right? We'll cover 5 tactics needed to succeed in a virtual world while achieving sales growth, NPS targets, and the coveted 'trusted advisor' status.
Nick Miller, President, Clarity Advantage Corporation
Jason Tarr, Head of Direct Sales; Business Banking, Santander