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Is Your Bank CFPB/OCC’s Next Sales Practices Target? Part 1: Stop “Selling”

[April 20, 2017] Waiting for the knock on your door? Our first check point in evaluating our clients’ consumer and small business sales practices is context: “What is the bank’s philosophy?” Read more »

Wells Fargo Timing: Symptom of Broader Failure

[April 18, 2017] The timing of the Wells Fargo case is symptomatic of a broader failure. The general theory about “why this happened” is that branch incentive programs were wrong (widget-based) and that sales managers were far too aggressive in pushing sales staff to sell more. All true, well documented. However: People tend to “go … Read more »

What’s the Role of Branches in Small Business Banking?

November 3, 2016  Nick Miller, President of Clarity Advantage, will discuss strategies for serving business customers through bank branches with panelists from TD Bank and Astoria Bank at the American Banker Small Business Banking Conference. Please join us on November 9-11. Read more »

Small Business Banking Conference 2016 – Clarity President, Nick Miller, Returns as Chairman

June 6, 2016    Source Media’s Small Business Banking Conference,  November 9 – 11, 2016, will be chaired by Nick Miller, Clarity Advantage’s President.  Miller returns for his sixth year as Conference Chairman,  partnering with Michele Davidson, Source Media’s Conference Director, to develop the program and serve as Master of Ceremonies on site.  The conference, solely … Read more »

Nick Miller Leads “Branch Transition” Panel at Source Media Retail Banking Conference

April 9, 2016     Clarity President Nick Miller led a panel, “Choosing the Challenges,” focused on the challenges of transitioning branches to a “universal associate” model.  Panelists  David Kerstein (President, Peak Performance Consulting Group),  Jimmy Allen (Group EVP and Director of Retail Banking, Broadway Bank), and Duane Duck (Senior Vice President, Sales Strategy Manager, Bank of … Read more »

At CBALive!, Clarity President Shares Perspective of Big Data in Sales Productivity

March 10, 2016   At the Consumer Bankers Association  “CBALive!” conference this week, Clarity President Nick Miller shared perspective about the use of  big data in increasing sales force productivity.  Speaking yesterday in a Small Business track panel led by Gail Gandy, Senior Vice President from Wells Fargo Bank,  Miller joined fellow panelists Frank Aloi from … Read more »

Nick Miller, Clarity President, To Judge Barlow Monarch Innovation Awards Entries

January 18, 2016      Clarity President, Nick Miller, will join Bill Hippensteel (BAI), Mary Beth Sullivan (Capital Performance Group), and Rob Berini (Genpact) to judge entries in  the Barlow Research Associates 2016 Monarch Innovation Awards. Designed to highlight what’s new and innovative, particularly in the small business banking space, industry partners and banks submit entries.  This … Read more »

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