Client Development Strategies

The goal of any bank to business relationship is to create and sustain a lifetime partnership. Developing this deep and wide strategy involves direct and indirect contact from a variety of internal partners. St. Meyer & Hubbard has created four Playbooks that address situations when a new client joins the bank, adopting a team-based methodology, collaborating to continually review what’s working and what’s not and using the telephone effectively.

Taking you where you want to go starts with a conversation…

Give me a little info and I’ll be back with you shortly.

Dana Perkins
Executive Vice-President – Sales and Consulting



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