Marketing and Sales Best Practices from Financial Services Leaders

Watch our on-demand webinar from BAI as we explore best practices to succeed in a rapidly changing marketplace in the banking industry. Our industry experts share their strategies to drive more revenue and increase sales velocity.

Discover how banks can capitalize on their high-profile brands and high consumer expectations to offer better service and build stronger customer relationships.

Learn how to:

  • Redefine digital migration for marketing and sales.
  • Drive revenue with a hybrid business approach.
  • Build customers for life through personalization and automation.
  • Empower producers with a powerful tech stack.
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Joe Welu

Founder & CEO
Total Expert

JasonEpstein-web
Jason Epstein

Sales, Services & Professional Management
Regions Bank

ChrisThurmond-web
Chris Thurmond

Retail Incentives and Performance Management Leader
First Tennessee Bank/Capital Bank

Sales: A Journey, Not a Destination with Finance of America’s Bill Dallas

Posted by: Bill Dallas and Joe Welu

On: April 16, 2019

Completing the first mortgage transaction with a new customer is an achievement and – what should be – the start of a lifetime relationship.

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Although consumers can find just about anything they need with a simple Google search, seventy-eight percent of retail bank customers still prefer...

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Banks are continually evolving to leverage new technology and meet rising consumer expectations for convenience, value and personalization.

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