Tag: Customer Relationship Management

The One Question Every Bank Should Ask Of Their Customers

Bank Customer Relationship Building

On your bank’s journey to become more of a sales organization, one question that needs to be asked, particularly to commercial and high net worth customers, is “What are your goals for the year and how do you plan on accomplishing them?” While it seems simple, it is amazing how often this question is overlooked by bank relationship managers or business development officers. Not only should that question be asked, but the answer needs to be committed to your bank’s CRM system. For that matter, it should also be part of your bank’s annual review with the customer.

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