Clarity Selected for Common Sales Methods

May 4, 2019 A 100-branch regional bank has selected Clarity to provide and assist the bank to implement new "shared" sales methods that both commercial bankers and branch managers will use with their business clients.

The bank’s objectives for the initiative include: Different results (more C&I loans and deposits plus deeper relationships, faster); a sustainable structure for sales leadership and sales management; and long term development of skills focused on deposit gathering, relationship building, full relationships (deposits, C&I),  prospecting, call preparation, relationship management, joint calling across business lines,  pipeline management.

A pilot project is currently underway. Full rollout is expected to begin in August, 2019.

Leave a Reply

Your email address will not be published. Required fields are marked *

Scroll Up