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Category: Best Practices

Jul
16
2018

Bankers Dispel Bill Gates predictions: On The End of Banking

A few takeaways that explain how banks have fought off industry threats and are still standing since the characterization of banks as prehistoric creatures.[Read more]

Steve Williams
Apr
23
2018

CRM Reflections from the Consultant Who Became the Client

We selected and implemented a customer relationship management system. Yes, we had to execute on all of those ideas and processes we write, speak and consult about.[Read more]

Terence Roche
Apr
05
2018

2018 Top Priorities in Mergers for Banking Executives

Complex deals and standardized playbooks are top of mind for banking executives exploring their M&A opportunities in the year ahead.[Read more]

Alison Van Pelt
Vincent Hui
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