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Bank 2.0 by Brett King

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Customer Dashboards

Branch staff need access to up-to-date customer details that enable them to form better, more profitable relationships. Key information should include total relationship footprint, sales opportunity (based on analytics and modelling), outstanding issues, and credit rating and pre-approvals.

It is not necessarily a requirement that all of these initiatives are completed at once, or even that all of them are completed. However, these steps are a specific formula for success. Each initiative is designed to save money and add value to both the bank and customers. They are also all initiatives that will eventually have to be done to keep the branch competitive and viable in the longer term.

For a modest regional or country “brand” ...

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