Sales Insights for What May Be The New Normal

April 14, 2020 Clarity President Nick Miller with friends Jack Hubbard (St. Meyer & Hubbard) and Ned Miller ( Third Act Sales Consulting ) created a “Three Amigos” video highlighting strategies for the Covid-19 influenced sales world. Ned Miller focused primarily on the importance of clear focus, a plan, and maintaining routines. Nick Miller focused … Read more »

Recommendation for Banker Calls To Businesses During Covid-19 Pause

April 6, 2020 Drawing on decades of experience as a business owner and advisor to banks on small business sales and marketing, Clarity President Nick Miller shares a recommendation for calls to businesses, now, during the Corona virus slow-down, whether or not the not the business has been injured. Read more »

Digital Technology Trends in Banking 2020-2025

March 11, 2020 Banking magazines Banking NY (Jan/Feb 2020), Banking Mid-Atlantic States (Issue 1 2020), and Banking New England (3/11/20) have published Clarity President Nick Miller’s article, Digital Technology Trends in Banking 2020-2025. Miller points to three trends that will be prominent in the banking industry: Digital transformation, including digital marketing, payments, analytics, voice recognition, … Read more »

Video – David Kerstein and Nick Miller Discuss Branch Trends

November 17, 2019 Consultants David Kerstein and Nick Miller discuss trends for small business banking and delivery through bank branches. Read more »

Branches As Advice Centers – the long road ahead

October 7, 2019 The Financial Brand has republished an article co-authored by Nick Miller and David Kerstein, issues retail bankers should consider as they’re thinking about the role of their branches as centers of advice. Read more »

New Article – “How Banks and Credit Unions Can Adapt Their Branches As ‘Advice’ Centers”

Published on The Financial Brand . Co-authored with David Kerstein from Peak Consulting Group, we offer specific steps to focus, train, and support branch team members so that that they are better able to offer perspective and advice on the financial challenges their customers face. Read more »

You Must Be Kidding! – Nick Miller Shares Negotiation Tips

June 1, 2019 Nick Miller will share six points that improve lender outcomes in loan negotiations during a super-regional bank’s August Business Banking Group sales team meeting. “Bankers frequently take too narrow a view of their negotiations,” Miller said in commenting on the engagement. Read more »

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. Read more »

Clarity to Sponsor and Speak at Bank Trainers Conference.

April 1, 2019 Clarity is proud to support the 2019 Bank Trainers Conference, May 6 – 9 in Atlanta. Clarity President, Nick Miller, and Senior Consultant, Barbara Moore, will lead a one-hour session entitled, “Seriously: Training Is The Last Thing You Should Do” on Wednesday morning. May 8. Session Description: SERIOUSLY: TRAINING IS THE LAST … Read more »

Nick Miller to Present Strategies for Attracting Deposits at New York Bankers Small Business Conference

March 14, 2019. Nick Miller will lead a concurrent session at the April New York Bankers Small Business and Retail Conference in Albany, New York. This session will focus on street-level strategy – which businesses to target and lines of conversation that increase the odds that we can give our current clients good reasons to … Read more »