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Effective Customer Onboarding for Your Community Bank

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Manage episode 407449336 series 3560353
Content provided by Independent Correspondent Bankers Bank. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Independent Correspondent Bankers Bank or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

35 episodes

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iconShare
 
Manage episode 407449336 series 3560353
Content provided by Independent Correspondent Bankers Bank. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Independent Correspondent Bankers Bank or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

35 episodes

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