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How AI is Revolutionizing Onboarding for Banking Employees and Smarter Training

Awarathon

Onboarding lays the groundwork for new hires, especially in the banking sector, by preparing them to handle complex products, compliance requirements, and customer interactions. Traditional methods can be slow, but AI-enabled platforms are revolutionizing sales training for onboarding.

Banking 52
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4 Marketing Trends to Expect for a Post-COVID-19 World

Sales and Marketing Management

It can make it hard to predict what B2B marketing and sales will look like when we enter the post-COVID-19 era. . With that in mind, here are four things you can expect to occur in B2B markets as things reopen. Marketing spends will be lower. This is an excellent time to double down on your automated content marketing.

Trends 333
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Four Decisions That Help Banking Teams Balance Personalization and Compliance

Highspot

In theory, leading a banking and lending sales team should be simple: set the strategy, support your team, and drive growth. From governance and personalization to coaching and measurement, banking sales leaders face no shortage of choices. Rely on training and manual audits. Hold an annual compliance training session.

Banking 52
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Make Your Sales Force Your Loyalty Program

Sales and Marketing Management

I asked her what was the matter and she said, “For the last 12 years, I have had all my key financial accounts with Bank XYZ – a fund for my daughter’s college education and my mortgage, plus my personal savings and checking accounts. Now, I am in the process of closing each account and transferring them to Bank ABC.

Loyalty 290
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The Best Sales Coaching Software Tools in 2025

Zoominfo

From refining your teams techniques to reinforcing best practices, coaching tools are essential to how modern teams train, grow, and win. Why Businesses Need Sales Coaching Software Today, customer expectations are higher than ever, and market conditions can change in the blink of an eye. Sales teams need every advantage they can get.

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3 Ways Banks Can Ramp Up New Advisors

Allego

The banking industry is in flux. As one of many sectors disrupted by new technology, banks face changing business models, security threats, new competitors, and regulatory pressures. The good news is that retail and commercial banks can harness this disruptive technology to thrive in a new environment.

Banking 18
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Top Two Marketing Tips from Smarter Commerce 2012 Summit

Score More Sales

Shoppers would actually put the name of their bank under “company”. Lori Richardson is recognized as one of the “Top 25 Sales Influencers for 2012″ and one of “20 Women to Watch in Sales Lead Management” Lori speaks, writes, trains, and consults with inside and outbound sellers in technology and services companies.

Marketing 197