Wednesday, July 25, 2007

NJBankers Podcast #6, Part 2: Onboarding - The Client's First 90 Days.


NJBankers Podcast #6, Part 2: Onboarding - The Client's First 90 Days.

This podcast was recorded Thursday, May 3, 2007 (105 mb stereo MP3 file, 1:16:27)



Few initiatives are as important to financial institutions as managing first-year customer retention, but few banks have strategies to effectively address it. A continuing, integrated "onboarding" solution can build long-term relationships by engaging new account customers and growing them into loyal, profitable relationships.

In part 2 of this two-part podcast, we'll hear from Dennis Budinich, co-founder of FTC Methods Inc., a sales training firm located in Boonton, NJ.

Speaker
(Photo Copyright ©2007 Steven L. Lubetkin. All rights reserved.)


Dennis Budinich
Co-Founder, FTC Methods, Inc.

Dennis has conducted numerous high-energy, professional development/learning programs that have helped banks increase sales nationwide. He is a regular speaker at banking industry conferences and events. Before co-founding FTC, Dennis was a premier sales leader in both frontline sales and sales management with Citibank, PNC, and Dime Savings, among others.



Keywords: NJBA,nj,new jersey,bankers,aba,bank marketing,bma,lubetkin,financial services,budinich,FTC Methods,sales,retail banking



Podcast Theme Music from Mike Stewart, "Internet Audio Guy"

NJBankers Podcast #6, Part 1: Onboarding - The Client's First 90 Days


NJBankers Podcast #6, Part 1: Onboarding - The Client's First 90 Days.

This podcast was recorded Thursday, May 3, 2007 (126 mb stereo MP3 file, 1:31:54)


Few initiatives are as important to financial institutions as managing first-year customer retention, but few banks have strategies to effectively address it. A continuing, integrated "onboarding" solution can build long-term relationships by engaging new account customers and growing them into loyal, profitable relationships.

In part 1 of this two-part podcast, we'll hear from Chris Braccia, director of product marketing in the Retail Solutions Group of Harland Financial Solutions.

Speaker
(Photo Copyright ©2007 Steven L. Lubetkin. All rights reserved.


Chris Braccia
Director, Product Marketing, Retail Solutions Group
Harland Financial Solutions

Before joining Harland, Chris was marketing director for a Connecticut mutual savings bank for 13 years. He was also a research analyst and sales manager for a mutual savings bank. While in the banking industry, Chris was one of the earliest adopters of Marketing Customer Information File (MCIF) technology.


Keywords: NJBA,nj,new jersey,bankers,aba,bank marketing,bma,lubetkin,financial services,MCIF,customers,onboarding,braccia,harland,budinich,FTC Methods,sales,retail banking



Podcast Theme Music from Mike Stewart, "Internet Audio Guy"