Barlow Research has found that nearly 82 percent of business owners believe they need to have a personal connection with their account officer in order to have a strong relationship with their primary financial organization. So, how do bankers balance their clients’ desire to “see” them with the need to avoid face-to-face meetings amid the pandemic? How can banks (and bankers) reinvent the way they do business to accommodate our new “virtual” world?
In this webinar, banking sales expert Jack Hubbard will discuss the specific technology investments banks need to make to successfully shift their teams to remote selling — a trend that could continue beyond the pandemic. He also will share how bankers can better prepare for and execute on these virtual client and prospect calls by incorporating Industry Intelligence into their conversations.