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Author: Steve Williams

Apr
30
2004

CRM on the Cheap

Mr. Kruger, CEO of Kramerica Bank & Trust in Queens, issued this memo to all his employees, outlining a fresh approach to customer relationship management. [Read more]

Steve Williams
Mar
26
2004

The 12 Laws of Scaling Up

M&A fever is in the air, and banks are once again beginning to struggle with the challenges of “scaling up” their organizations. [Read more]

Steve Williams
Feb
20
2004

Bankers as Financial Planners? Not Yet

Banks have a lot of opportunity to help customers better manage their financial lives. However, our industry is revving up the consultative machine with several flawed assumptions. [Read more]

Steve Williams
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