Insights

The Data Economy Demands Value over Volume

How to build your organization’s data analytic proficiency; Part One The challenge facing most community financial institutions is not a lack of data. Banks and credit unions have access to an abundance of information; every day an institution will send millions of...

How Can Effective Technology Improve Customer Relationships?

In William Mills Agency’s Bankers as Buyers 2020 Report, our EVP Gill Hundley discusses how technology can improve customer relationships and help banks get to know their customers better.

The High Cost of Bad Customer Data

Bad data may mean banks miss out on major moments in their customers lives — and big opportunities to cement and deepen the customer relationships. Providing personalized service and exclusive offers to customers is perhaps more important for financial institutions...

Success through selling the sales environment

By: Jerry BradleyIn an effort to drive revenue, banks continue to place inordinate time and attention on improving sales culture. Experience shows this effort often ends up fruitless and yields disappointing results. Wells Fargo’s toxic sales culture mentality and the...

How Well Do You “Know Your Customer”?

“Know Your Customer” is no longer solely a compliance exercise for banks — it’s an opportunity for them to execute on strategic goals while deepening existing relationships. Community bankers know that personal relationships and superior service differentiate their...

Sink or Swim in the Data Deep End

By: Jerry BradleyCommunity banks risk allowing big banks an opportunity to widen the competitive gap by not investing in their own data management. It’s now-or-never for community banks, and a competitive edge could be the key to their survival. A financial...

By Bankers, For Bankers