Does this sound familiar? “We’ve just gone with another bank” or “We addressed that months ago.”   Admittedly, it’s very difficult for Business Banking Relationship Managers (BBRMs) to follow every change in their hundreds of clients and prospects.  To make quota, BBRMs often focus on “big” clients that seem close to cash… and miss signals that suggest, “Call this client or prospect NOW.”

Based on our 20 years of coaching, we find that a more disciplined approach to prospecting and relationship management can improve productivity.  Further, software can reinforce that approach and highlight specific engagement opportunities deduced from Big Data, allowing BBRMs to call “just In time” with a focused purpose and appropriate ideas.

In this session, Nick Miller (President, Clarity Advantage) and Glenn Wong (VP Customer Solutions, Lattice Engines) will discuss best practices for BBRMs to focus sales efforts and leverage the turbo-boosting potential of Big Data.

Register for the Webinar

WEBINAR  - MARCH 22, 2012 @ 1PM EST / 10 AM PST
Boosting Business Banking:  How Focus and Big Data Can Open Prospects' Doors and Increase Cross-Sell Opportunities

Speaker: Nick Miller
President
Clarity Advantage