Banking Transformed with Jim Marous cover image

Communication Strategies to Navigate a Banking Crisis

Banking Transformed with Jim Marous

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How to Engage With a Brand New Client

When you first get engaged with a brand new client, how do you filter out what they think of themselves versus what really is possibly true? I mean, I worked for financial decisions. We had a great, a great thought of who we thought we were, but it was very clear that the customers didn't really see us that way. How do you find out that gap and how do you deal with it? One is, I think an investment in customer research. That is the first thing on a new engagement.

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