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"
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