Banking Needs Personalization at Scale

episode

The Purposeful Banker not yet transcribed

▲ 0

Transcript

This episode hasn't been transcribed yet Upvotes decide what gets transcribed next — 0 so far. Sign in to upvote

Related

recent transcribed audio

Essentials: How to Assess & Improve All Aspects of Your Fitness | Dr. Andy Galpin 35 min · 17 Sep 2026 · Huberman Lab

#502 – Psychiatry, Insane Asylums, Mental Illness, ECT, Lobotomies, Freud & Jung 3h 43m · 17 Sep 2026 · Lex Fridman Podcast

Your partner wants profit. You want freedom. Now what? 22 min · 16 Sep 2026 · The Optometry Success Podcast

Board of County Supervisors Meeting - Work Session - Sep 15, 2026 3h 17m · 15 Sep 2026 · Prince William County Board of Supervisors

Finance and Budget Committee - Sep 15, 2026 1h 43m · 15 Sep 2026 · Prince William County Finance and Budget Committee

Sept. 15, 2026 Board of Supervisors Meeting 8h 46m · 15 Sep 2026 · Fairfax County Board of Supervisors

Report any issue

Source

Recorded04 Dec 2017

Publisherprecisionlender.libsyn.com ↗

Handlerec:13775200

Show notes

There's a shift in relationship banking and it's time to act accordingly. Jim and Dallas discuss the changes we're seeing in relationship banking and what you can do at your bank to better serve your customers. This topic comes from a recent Financial Brand article by Jim Marous entitled, "Banking Desperately Needs A Relationship-Based Selling Strategy." Show Notes: Banking Desperately Needs A Relationship-Based Selling Strategy, by Jim Marous 3 Reasons to Cross-Sell & 4 Ways to Do It Better, Dallas Wells

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Sign in