Fusion Performance Group :: Spotting Opportunities

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Spotting Opportunities for Tellers (2)

Spotting referral opportunities from lending to deposits or wealth management (1)

Spotting Opportunities

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Spotting opportunities to fill client needs and provide products and services

There were 6 articles found in this category:

New Business Ideas
Business is Tough? Would you say that that in the last 8 months that it has been more difficult to do business? Many are finding that to be the case. In this kind of economic climate you would expect that service providers in Banks, Credit Unions and Insurance agencies would be highly motivated ...
Money Laundering and Terrorist Financing Legislation vs. Sales
Money Laundering and Terrorist Financing Legislation vs. Sales It was brought to my attention a short while ago that the new "Money Laundering and Terrorist Financing Legislation" could really hamper the sales efforts of the team – especially when opening new accounts. At first glance th ...
Investment Opportunities for Lenders
Investment Opportunities for Lenders I was in a branch recently speaking with a group of investment people. I asked what sales goals they were working on that week. They said that they were behind on their target for getting in new investment money so they were making phone calls to their cust ...
Success Story?
Success Story? A branch manager was telling me about a success story that occurred recently. One of his people got a $10,000. investment transferred in to their branch. He said that the customer came in and asked to see the rates for their investment products. The young lady the customer met w ...
Sales Focused or Service Focused?
Sales Focused or Service Focused? I heard it again recently, someone trying to describe their financial institution's philosophy on selling and they said, "We're service focused not sales focused". Now I've learned that what they really mean when they say that is that they don't want to sell an ...
Why is that?
Why is that? Why is it that when a customer walks into our branch and tells us they have some money to invest we typically have no problem selling to them? I asked a group this question recently and their responses were very typical: we feel confident selling to this customer because we know th ...