One of the Best Productivity ‘Hacks’ You Could Provide Your Team

Story As Published in the Mortgage Bankers Association MBA Insights By Kirk King, President of Continuity Programs, Inc. Loan officers’ jobs demand a blend of sales, communications, analytical and time management skills. It can be a pressure cooker of stress from realtors, buyers, and attorneys… plus deadlines, quotas, missed opportunities and long work hours. That […]

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The Key Cross-Selling Platform To Growing Wallet Share

Story As Published in the Michigan Bankers Association mbaBanking Magazine By Kirk King, President of Continuity Programs, Inc. The mortgage process collects in-depth financial and demographic information about customers. Use it as a foundation to build on the relationship. It’s often a perfect time to identify cross-selling opportunities of various shades and colors. Cross-selling is […]

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Bank CRM

How to Choose the Right CRM System for a Bank

Many banks, already sensitive to how their customers may view them, worry that the use of CRM automation will make them seem robotic and impersonal. The truth is the exact opposite! The right bank CRM gives you access to real-time data you don’t get with traditional business tools like spreadsheets or Google Docs. And you […]

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Bank Marketing Strategies

3 Bank Marketing Strategies for 2018

Internal struggles and external threats to the industry itself will continue to be the two biggest challenges banks face heading into 2018. In its recently released report, “Predictions 2018: Financial Services Companies Get Serious About Digital Transformation,” Forrester projects that, as regulators continue to promote competition, most banks will spend the coming year working on new and […]

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