What You'll Learn
This webinar helps banks leverage their most valuable asset—the existing customer base—by shifting from reactive service to proactive relationship management. Participants learn how to reconnect with tenured customers, identify at-risk relationships early, and deliver personalized solutions that deepen trust and loyalty. With practical strategies for proactive outreach, tailored assistance, and renewed business development, attendees leave better equipped to protect funding sources, retain quality borrowers, and reinforce their bank’s foundation in an increasingly competitive market.
Topics covered in this course
- Your Existing Customers: A Hidden Growth Engine
- Identifying At-Risk Relationships
- Proactive Outreach & Personalized Solutions
- Enhancing Value Through Expertise
- Reigniting Business Development
*This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
About the Author:
Kyle Hershberger is the CEO and Jack-of-All-Trades at Cross Financial. Kyle’s experience in banking, banking software, research, and marketing services enables clients to focus on achieving their desired results. Kyle’s industry expertise comes from decades of working with financial institutions across the nation. Kyle has been at the forefront of research and planning to support financial institution sales and marketing activities. Kyle is a frequent presenter at banking industry conferences and seminars and a member of the faculty at the Graduate School of Banking at the University of Wisconsin. Kyle is a 3rd-generation banker and a 2nd-generation consultant.
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