Predisclosure (Issue 1099)
In which we are reminded to ask ourselves, “If a client can’t see all the work that’s coming when they implement what they’re buying, should I help them see it?” Read more »
May 10, 2023 Clarity President Nick Miller and Jason Tarr, Santander Bank Head of Direct Sales -Business Banking, spoke today at the Barlow Conference in a presentation called “Are We Remotely Close? Business Bankers Virtually.” While the data says: Frequent personal contact from assigned account officers who understand clients’ industries and cash flows drives client … Read more »
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