Effective Customer Onboarding for Your Community Bank

26/06/2023 49 min Temporada 1 Episodio 12
Effective Customer Onboarding for Your Community Bank

Listen "Effective Customer Onboarding for Your Community Bank"

Episode Synopsis

In today's competitive environment, every part of your customer's journey matters. This is especially true of the onboarding process. How can your bank onboard customers effectively, remaining efficient while maintaining that personal touch that community banks do so well? Kyle Herschberger, president of Cross Financial in Omaha, Nebraska, shares valuable insight on this topic.  Cross Financial: Sales and Marketing Development Services for Financial Institutions - Cross Financial  Connect with Kyle on LinkedIn:  Kyle Hershberger | LinkedIn