Access new insights and best practices for improving business in the financial services industry from the world-renowned team of experts at Omega Performance. Credit and Risk Management - Sales and Customer Service - Leadership and Change Management
Omega Performance Knowledge Series Podcast – The Importance of Onboarding and Cross-Selling17/03/2010 Duración: 01min
Many organizations are looking to implement a best practice referred to as onboarding. Today’s topic will address the importance of implementing an effective onboarding strategy because when done right, organizations experience an increase in cross-selling and customer loyalty and retention.
Omega Performance Knowledge Series Podcast – Preserving and Winning Business Relationships in a New Credit World01/03/2010 Duración: 01min
For many years, financial institutions have believed that there is a “stickiness” that makes it difficult for business relationships with loans, a checking account and other products to switch to another institution. Today’s constricted credit environment and tougher credit standards have created a sense of uncertainty for even the best business borrowers, who now are [...]
Omega Performance Knowledge Series Podcast – Convert Prospects to Customers More Quickly16/02/2010 Duración: 01min
With only 21 percent of prospects being converted into customers, according to recent research, it is more important than ever for salespeople to include key questions on their pre-call plans to make sure they involve Decision Makers in the sales process.
Omega Performance Knowledge Series Podcast – Loan Documentation—It’s All in the Details09/02/2010 Duración: 01min
A new cottage industry is rising from the ashes of the credit crisis, exemplified by a company called “You Walk Away” that helps borrowers in foreclosure by finding flaws in their mortgage documents. These flaws make it difficult or even impossible for the lender to collect or liquidate the collateral; and the borrower walks away. [...]
Omega Performance Knowledge Series Podcast – Regaining Your Competitive Edge despite Hard Economic Times01/02/2010 Duración: 01min
It’s no secret—with a downward economy come layoffs, cutbacks, and downsizing. While this provides critical relief to the bottom line in the short-term, research indicates that cutting back on your organization’s training function could impact your organization’s competitiveness in the long-term. How can you keep your global competitive edge despite these inevitable challenges? Listen to [...]
Omega Performance Knowledge Series Podcast – Beyond Credit: A New Perspective to Win and Build C&I Relationships25/01/2010 Duración: 01min
This year we are finally seeing evidence that the global financial crisis has impacted commercial and industrial lending (C&I loans). Recent data points to a declining trend in the volume of new C&I loans originated. Aside from the obvious concern about credit quality in the C&I portfolio, commercial institutions are now challenged with saving and [...]
Omega Performance Knowledge Series Podcast – You Can’t Fake Product Knowledge18/01/2010 Duración: 01min
As organizations look to increase wallet share and deepen customer relationships to ensure loyalty, employees and managers at all levels must identify customer needs quickly and accurately, and match them with appropriate solutions. The ability to recall product features and benefits in the context of customer needs is critical to achieving the business results organizations [...]
Omega Performance Knolwedge Series Podcast – Big Opportunities in Small Business05/01/2010 Duración: 01min
The smallest components of the global economy, individuals and small businesses, are crucial to the health of the financial system. As the current economic stresses and credit constraints impact larger numbers of small businesses, financial institutions must address opportunities to preserve quality relationships, grow (selectively), and proactively manage risk in this vital market segment.
Omega Performance Knowledge Series Podcast – Elearning Targets the Problem17/12/2009 Duración: 01min
How do banks address the skill and knowledge causes of the lending crisis to achieve business results? Look for effective elearning solutions to solve the problem.