From Deposits to Strategic Growth: Banking Tips for Client-Centric Solutions
Join us for an insightful webinar featuring industry veterans Mary Kay Schneider, founder of M.K. Insights2Action, and Brian Wozniak of First National Bank in Pennsylvania.
Tune in as they share their extensive experience in banking and consulting and dive deep into the strategies that bankers can use to move beyond just gathering deposits and start delivering real value to their clients.
Learn best practices for cross-selling, understanding customer needs, and leveraging both internal and external data to enhance client relationships. Gain from the experts' experiences and strategies on the current banking trends and how to stay ahead in today's competitive landscape.
00:00 Introduction
00:48 Meet the Panelists
01:58 The Importance of Cross-Selling in Banking
03:05 Understanding Customer Needs
04:07 Q&A with Mary Kay Schneider
08:05 Q&A with Brian Wozniak
15:19 Effective Sales Leadership
20:30 Conclusion and Final Thoughts