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.
Joe_W_Headshot_2018_Square
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

How to Turn Your Salespeople into Relationship Managers

Posted by: Lori Day

On: February 13, 2019

Technology can empower your salespeople to do a lot of things, but another canned email won’t build a roster of referral partners that will help...

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More Transactions, Less Transactional Selling

Posted by: Total Expert Team

On: February 06, 2019

Today’s buyers are more informed than they used to be. The act of completing a transaction can be done in the palm of their hands with the click...

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Leverage Data to Humanize the Customer Experience and Grow Revenue

Posted by: Total Expert Team

On: January 30, 2019

The fintech market is flooded with valuable consumer information, as global data volume has increased 700 percent since 2012.

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