A Smarter Way To Do Business

Know and act based on your customer

How to become and remain customer-centric in an increasingly disrupted world.

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Understanding the true value of leads and contact

One of the easiest ways for a bank to improve the return on the cost of their highly paid financial advisers is to understand the true...

The future of banks

I recently had the privilege of writing an article for the latest edition of the Lafferty Group’s publication, The Statement. In the...

Banks would be perfect without customers

Ever felt that you’re a hinderance to your bank? Only banks have pro-actively tried to get rid of customer contact by treating them only...

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