So, how do you keep people from withdrawing their money and walking?
Speaking personally, if my bank does not know my goals, touchpoints, relationships, opportunities, and referrals, you do not easily gain and win my trust.
Trust is the keyword. If people do not trust your team and institution, there are many different options to explore and in this economy, they will.
My advice to financial institutions is to invest in building relationships like no other. Stop throwing your nets wide and dive deep. Many banks say they do this, but all of this information is locked in someone’s head. This is not good enough. It must be documented, accessible, and intelligent for your bank to share with everyone who interacts with your customers.
This creates the opportunity for those banks that have prepared and invested in customer relationships. How about a system for managing these relationships?
Is CRM = Customer Relationship Management a priority for your financial institution? Check out the demo below.