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 Welu

Founder & CEO
Total Expert

Jason Epstein

Sales, Services & Professional Management
Regions Bank

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

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