Cape Ann Savings Bank’s Post

This is a great concept and is much needed in many communities. During previous stages of my career, I’ve run outsourced estate management mandates for two major high street banking networks and been involved in consultancy projects for many of the others. When arriving at a bank branch to undertake a condition survey or rental valuation, the etiquette was that you wait your turn to be seen with everybody else. For this reason, in my time, I’ve stood in many 100s of customer queues in many 100s of bank branches in diverse locations all across the UK. One of the things that I learnt from this was just what an important a part of the local community these retail banks were. I would find local businesses owners with the day’s takings, young people opening their first account, couples buying a house, travellers changing their money, older people managing their pensions and much, much, more. Let's hope that Banking Hubs can fill that gap. #cashaccess #retailbanking #community

🎉 Excited to announce that I've earned my nCino 301 Commercial Banking Functional Certification! This achievement marks a significant milestone in my career, demonstrating my expertise in nCino's industry-leading platform and my commitment to driving innovation in commercial banking. !#nCinoCertified #CommercialBanking #FunctionalExpertise #BankingInnovation #CareerGrowth #FinancialServices"

"Thrilled to host an insightful Broker Intro Session at our ANZ Notting Hill Business Centre today! As a Business Banking Manager at ANZ, fostering strong relationships with brokers is key. Our session focused on introducing ANZ SBB products and different form types, equipping brokers with the knowledge they need to best serve their clients. Proud to facilitate meaningful connections and support the growth of businesses in our community. Let's continue to collaborate and empower each other for success! #BrokerNetworking #ANZSBB #BusinessBanking"

The clock's ticking—FWA Connect Live is just hours away! Registration deadline extended—You've still got time to jump in and network, sip, and discover what the Financial Women's Association is all about! Forge lifelong connections right here with us: https://lnkd.in/eeNCyptH #NYCEvents #FinancialServices #BankingIndustry #Banking #Networking

Something Exciting Is coming up Soon for EBL Woman Banking by EBL. You have to keep your eyes on the official Facebook page of EBL Woman Banking and Eastern Bank PLC..... #ebl #womanbusinessowner #womaninbusiness #womenday #womenfinance #womanownedbusiness #womanpower

I have fond memories of my career at Nationwide Building Society. As Head of CRM, the mediated channels sat in my remit (as well as email, statements, DM, onsite messaging). The challenge: how to arm branch staff with up to date, data driven insights about each member in order to have an informed conversation, rather than just something transactional. Ultimately, how to make every branch (and contact centre) based engagement count. It involved continuous analysis to find member facts, gaps and opportunities, that were presented as on-screen prompts to branch staff upon authenticating a member. Back then, we called them 'ice-breakers' Things like.... - A bond worth £x matured 2 weeks ago and the balance is still in their account - This looks like an insurance renewal date - offer quote - Member should move to this savings account for a better rate - Please validate their email address - Member has been pre-approved for a credit card - Last time this member used the branch was x months ago and use the website, tell them about the app - Member is not yet paperless - Etc etc... A mix of sales and service next best actions that gave branch staff the confidence to have those types of conversations. But crunching the data, running the selections and loading them into the CRM system was one thing. Getting staff to use them was another...and it needed continuous engagement with the network. Regular roadshows and events with branch managers as well as identifying 'champions' in each region that acted as evangelists, carried out training, collected feedback and future ideas from their patches. TOP TIP: If you've got a 'free' channel in your CRM armoury - then maximise it. Especially if it's a channel that you can exploit where the customer is at that very moment 'on your estate'. These types of CRM systems carry a lot of negative baggage and battle scars where projects have cost too much and/or took too long to implement. That need not be the case! Learn about the Engagement Hub from R-cubed here: https://lnkd.in/eriB3pwF #crm #buildingsocieties #branches #contactcentres #website #engagement #insurance

⏰ Time is money, and we value both! With Walcy's Minimal KYB Account, opening a business account is quick and easy. 🚀Focus on growing your business while we handle the rest. 💼Open bank accounts in 9 major countries with minimal KYB. Walcy your guide to frictionless banking. #Efficiency #WalcyWay #BusinessBanking 🚀💼

The ICBA Chairman Lucas White with an excellent article in ICBA #IBMAG on leadership: “Community banking is more than just a job; it is a way of life. When we step up, we are advocating not for what we have today but for what it will transform into, and ways to preserve the industry for the future. And in that essential work, we can’t take no for an answer.” https://lnkd.in/gwTiDyBu

#TheLatium - The Evolution of Brand Loyalty in Private Banking with Christian Osvald and Laksh Gangwani #BankingEvolution #ClientLoyalty #PrivateBanking #WealthManagement #BankingInnovation #TechAdaptation #ClientRelationship #BankingSolutions #FinancialTechnology #FutureOfBanking

Pleased and honored to help clients expand their book of business. At First Citizens Bank, we value trust, and our clients trust us to deliver when they see an opportunity that can't be passed up. 💪💥💼 If you're looking for a trusted banking relationship, look no further than FCB. We finance up to 100% of acquisition transactions. My contact info is in my profile. #FCB #austintx #wealthmanagement #businessacquisition #atx #businessloans