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Replacing Lost Sales Conversations with Multi-Channel Appointment Setting

With the continuing decline of branch visits, a robust appointment setting process for both customers and sales associates is now an integral component of retail sales.

As bank customers are increasingly shopping online for financial products — surfing for better interest rates and deals — as well as doing more and more of their transactions via online and mobile banking, banks are faced with a dual quandary. Can banks find new ways to draw customers and prospects into sales conversations at the branch. How can banks limit the drop-off when customers try to open via a digital channel but fail to complete? Enter multi-channel appointment setting. This simple digital tool, if implemented comprehensively and integrated into new branch sales tactics, can substantially improve new-to-bank and existing ...

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