October 2018
Intermediate to advanced
400 pages
9h 20m
English
Content preview from Relationship Management in Banking
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Question
How does your bank use CRM?
Relationship management digital tools
The drive to digital, in its quest for efficiency and increased availability, could result in less genuine engagement between a bank and its business customers. The danger is that business customer interactions may become more transactional rather than advisory, and therefore less valuable to them.
The best relationship managers understand their customers. They know their customers’ strengths and weaknesses and where potential opportunities or threats may lie. This is valuable information for a small business. The solution lies in using the intelligence generated by digital tools that would allow banks to re-engage with business customers. Digital tools can help ...
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I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.