As we head into strategic planning season, it’s a sure bet there will be financial institutions that determine their current core system just won’t get them where they want to go. [Read more]
How much of the 2007 branch training budget is being spent on sales behavior, how much on systems, and how much on just explaining how things work in banking. Is the mix right? Think about it. The branch employees are your customer guides, after all. [Read more]
This year, bankers seem to be talking a lot about the massively large and tragically hip Generation Y. We recently paid a return visit to the folks at Van de Lay Bank and Trust to attend this high-performer’s strategic planning retreat. We let our reality cams roll and now provide you with the actual best-practice transcripts from this groundbreaking meeting. [Read more]