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Mergers & Acquisitions

Do’s and Don’ts when selling financial services

Do’s and Don’ts when selling financial services

Reassessing the process in light of Wells Fargo mess
Jeff Gerrish says that ultimately the way to stay out of trouble is to remember what you want your community bank to stand for.

5 Wells lessons for community banks

Some real-life observations on what can go wrong
On-Demand Banking Exchange presentation features practical solutions from working bankers and a noted national ALCO consultant.

Coping with “lower-for-longer”

On-Demand Banking Exchange Web Seminar details strategies for ongoing low-rate challenge
Financial innovation follows a similar path to traditional inventing, according to innovation chief Dominic Venturo.

Getting inventive in a bank

U.S. Bank innovation chief’s agenda includes everything from mobile enhancements to blockchain’s future
Millennials increasingly represent a focus for business bankers too. They like the experience retail bankers and nonbank providers give them—and expect it for their companies too.

Business banking à la millennial

Huge commercial banking segment wants seamless, digital service
"There’s really not much that indicates we’ve learned anything new over the last several cycles,” says veteran lender and CEO Ed O’Leary. Each week in his blog he strives to fix that.

Selling and banking can’t be strangers

One scandal does not a game changer make
S&P Global Market Intelligence, formerly S&P Capital IQ and SNL, is the premier provider of breaking news, financial data, and expert analysis on business sectors critical to the global economy. This article originally appeared on the SNL subscriber side of S&P Global's website.

Bi-coastal player stands out

NIM and expense pressure aside, First Republic continues to shine
S&P Global Market Intelligence, formerly S&P Capital IQ and SNL, is the premier provider of breaking news, financial data, and expert analysis on business sectors critical to the global economy. This article originally appeared on the SNL subscriber side of S&P Global's website.

More bucks for Texas banks?

Hopes of restoring the “Texas premium,” M&A in the Lone Star State
Which factor ranks in your bank's sales program, a transaction orientation or a relationshiip orientation?

Weighing your options for cross-selling

Wells Fargo scandal demands a fresh look at how you pay for sales
Who says you have to go it alone to stay on your own?

Teaming up for small bank freedom

Can shared services keep your bank independent?
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