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Five Ways Banks Screw Up Client Onboarding

Five Ways Banks Screw Up Client Onboarding

First impressions count. That’s why the client onboarding process that banks provide has to be good. If a client has a bad experience with your bank while they’re trying to become a customer, what does that tell them about the rest of the experiences they’ll have? In a competitive market, banks have a lot to lose if their first impression isn’t an impressive one.

MBA Annual Convention Recap: The Goalposts of the Mortgage Industry Are Shifting. Are You?

MBA Annual Convention Recap: The Goalposts of the Mortgage Industry Are Shifting. Are You?

Peyton Manning went on to talk about how the bad advice yielded a valuable lesson – that respect and leadership is earned. I think that lesson is extremely relevant to the mortgage industry — respect for your organization is earned, it’s not freely given, especially in today’s competitive market. So how do banks and financial lenders earn their customer’s respect? Well, Manning had a few more pieces of advice…

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