Resource Type: eBooks | Webcasts | Webinars | White Papers


How to Build a “SMART” Sales Organization

More than ever, today’s business owners are in need of customized guidance from their advisors. They need trusted allies supporting them ― people who know the needs and objectives of their unique business but also understand the key trends and issues that are occurring within their industry. This eBook shows how to build a smarter sales organization by encouraging your team to incorporate Industry Intelligence into each client interaction, building trust and boosting conversions of prospects to happy clients.

5 Ways Business Bankers Win in the Age of Fintech & AI

Today’s business bankers are worried. Financial technology (FinTech) is advancing exponentially and the traditional banking model is being challenged. By properly preparing and positioning yourself as a business advisor who delivers strategic insight and steers investments in the right direction, you can still beat out the bots, even those loaded with predictive analytics, machine learning, or artificial intelligence. But first, you need to rethink how you are doing business – and how you can change for the better in 2020.