Notes From the Beach: Incenting Top Performers
Last week I was on my annual “veg out at the beach” at one of my favorite places, South Seas Island Resort. Over the weekend, the place filled up with top performers from a leading educational firm on...
View ArticleShut the Barn Door
I recently met with two banks that had very impressive sales results – opening nearly twice as many new accounts per branch as peers. But when looking further at their total program, account growth was...
View ArticleLessons From Dairy Queen
I was at my favorite Dairy Queen on Sanibel Island (my wife says it’s my favorite Dairy Queen because it’s on Sanibel Island), and Colleen said to me “They run this place the way you keep saying banks...
View ArticleWalkin’ the Talk
A few months ago I was working with a client on a suite of new consumer and business deposit products. We were almost ready to begin roll-out training when the Director of Retail Banking resigned for...
View ArticleInquiring Minds: Branch Distribution for Tomorrow
What was on the mind of our audience at the BAI Retail Delivery Conference? Here’s a summary of the questions from the audience, and the answers from the panelists (Jay Freeman of Wells Fargo, Ric...
View ArticleInnovate or Die!
It seems that everyone under 30, and most people under 40, know that this is South By Southwest week in Austin. Or SXSW, or simply “South By” for those in the know. 15,000 people from all over the...
View ArticleBest of Show: Winning New Technology on Display at BAI Retail Delivery
Missed the BAI Retail Delivery Conference & Expo, or attended and trying to make sense of the over 200 vendors? Here’s my personal “Top 5″ do-not-miss list Panoramic view of exhibit hall – use...
View ArticlePeak Performance Consulting Group Expands Bank Strategy Practice
I am very pleased that two well-known bankers/strategists: Ric Carey, formerly with Umpqua Bank, and Tom Zayko, formerly with Citigroup, have joined Peak Performance Consulting Group as Directors. As...
View ArticleDigging Deeper to Serve Small Businesses
This article was originally published in BAI Banking Strategies on January 11, 2013 Banks have the opportunity to nearly double their business banking profitability by digging deeper into small...
View ArticleMeasuring the Payoff from Customer Service
If customer service gets great lip service at your bank, but short shrift from IT, there might be a good reason: lack of solid and usable metrics behind the business case. This article was originally...
View ArticleTurning Tellers into Sellers
BY: Tom Zayko (Tom is a Director at Peak Performance Consulting Group and is based in Monclair,N.J. He can be reached at tzayko@ppcgroup.com. This article was originally published in BAI Banking...
View ArticleManaging in an Omni-Channel World
(This article was originally published in BAI Banking Strategies on July 19, 2013.) The more channels the bank offers, the more customers use, so avoid over-investing in those that don’t make a...
View ArticleInnovative Strategies to Maximize Marketing Results
Banks have the opportunity to increase consumer and small business banking profitability by digging deeper into sub-segments to find unmet needs. In this brief webinar, Ric Carey discusses:...
View ArticleKeys to a Successful Workplace Banking Program
Workplace Banking (Bank at Work) is designed to expand the reach of a bank’s distribution network by creating a proactive sales strategy that efficiently acquires new customers, and cross sells to...
View ArticleTurn Tellers Into Sellers: Video Webinar
The role of the bank teller is evolving, and in today’s environment they must do more than transact, the must also sell! But making the move from Tellers to Sellers takes a commitment to training – but...
View ArticleIncrease Relationship Profitability with Better On-Boarding Strategies
What can your bank do to optimize relationship profitability? The early days of a new relationship is when the majority of sales opportunities occur. Do you have the right sales, service and marketing...
View ArticleTwo Marketing Paths, Same Revenue Destination
Two very different banks appearing at BAI Retail Delivery 2013 show how marketing success depends on utilizing each institution’s competitive advantages. (This article was originally published in BAI...
View ArticleIntegrated Service Quality for Growth
This article was originally published in BAI Banking Strategies on January 27, 2014. David Kerstein is president and Ric Carey a director at Peak Performance Consulting Group BY DAVID KERSTEIN AND...
View ArticleTwo Visions of the Branch of the Future
A visit to Chase and Umpqua branch-of-the future prototypes in San Francisco highlights two very different visions of the future of banking. This article was originally published in BAI Banking...
View ArticleTurn Your Call Center Into A Profit Center
A reprise of a guest post by Peak Performance affiliate Sandra (“Sam”) Black, an expert on call centers and telemarketing. Your call center receives hundreds, perhaps thousands, of calls each day....
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