Retail Development Strategies

The days of clients and prospects breaking down your branch doors to open new accounts is long past. The roles of the branch and the contact center have changed dramatically but bricks, mortar and telephones continue to have a vital place in the relationship development process.

Whether your bank is traditional in its approach with tellers and personal bankers or you have implemented the Universal Banker concept, we can help. Some banks have migrated retail bankers to Relationship Bankers with client portfolios. We’ve been in the forefront of this approach too.

Our goal mirrors yours – to create a sharper focus around daily conversations, campaign conversations and service to sales conversations.

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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