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Omega Performance: Improving Business in Financial Services•podcast.omega-performance.com

Access new insights and best practices for improving business in the financial services industry from the world-renowned team of experts at Omega Performance. Credit and Risk Management - Sales and Customer Service - Leadership and Change Management

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Episodes

Omega Performance Knowledge Series Podcast – The Importance of Onboarding and Cross-Selling

Many organizations are looking to implement a best practice referred to as onboarding. Today’s topic will address the importance of implementing an effective onboarding strategy because when done right, organizations experience an increase in cross-selling and customer loyalty and retention.

Mar 17, 2010•1 min

Omega Performance Knowledge Series Podcast – Preserving and Winning Business Relationships in a New Credit World

For many years, financial institutions have believed that there is a “stickiness” that makes it difficult for business relationships with loans, a checking account and other products to switch to another institution. Today’s constricted credit environment and tougher credit standards have created a sense of uncertainty for even the best business borrowers, who now are [...]

Mar 01, 2010•1 min

Omega Performance Knowledge Series Podcast – Convert Prospects to Customers More Quickly

With only 21 percent of prospects being converted into customers, according to recent research, it is more important than ever for salespeople to include key questions on their pre-call plans to make sure they involve Decision Makers in the sales process.

Feb 16, 2010•1 min

Omega Performance Knowledge Series Podcast – Loan Documentation—It’s All in the Details

A new cottage industry is rising from the ashes of the credit crisis, exemplified by a company called “You Walk Away” that helps borrowers in foreclosure by finding flaws in their mortgage documents. These flaws make it difficult or even impossible for the lender to collect or liquidate the collateral; and the borrower walks away. [...]

Feb 09, 2010•1 min

Omega Performance Knowledge Series Podcast – Regaining Your Competitive Edge despite Hard Economic Times

It’s no secret—with a downward economy come layoffs, cutbacks, and downsizing. While this provides critical relief to the bottom line in the short-term, research indicates that cutting back on your organization’s training function could impact your organization’s competitiveness in the long-term. How can you keep your global competitive edge despite these inevitable challenges? Listen to [...]

Feb 01, 2010•1 min

Omega Performance Knowledge Series Podcast – Beyond Credit: A New Perspective to Win and Build C&I Relationships

This year we are finally seeing evidence that the global financial crisis has impacted commercial and industrial lending (C&I loans). Recent data points to a declining trend in the volume of new C&I loans originated. Aside from the obvious concern about credit quality in the C&I portfolio, commercial institutions are now challenged with saving and [...]

Jan 25, 2010•1 min

Omega Performance Knowledge Series Podcast – You Can’t Fake Product Knowledge

As organizations look to increase wallet share and deepen customer relationships to ensure loyalty, employees and managers at all levels must identify customer needs quickly and accurately, and match them with appropriate solutions. The ability to recall product features and benefits in the context of customer needs is critical to achieving the business results organizations [...]

Jan 18, 2010•1 min

Omega Performance Knolwedge Series Podcast – Big Opportunities in Small Business

The smallest components of the global economy, individuals and small businesses, are crucial to the health of the financial system. As the current economic stresses and credit constraints impact larger numbers of small businesses, financial institutions must address opportunities to preserve quality relationships, grow (selectively), and proactively manage risk in this vital market segment.

Jan 05, 2010•1 min

Omega Performance Knowledge Series Podcast – Elearning Targets the Problem

How do banks address the skill and knowledge causes of the lending crisis to achieve business results? Look for effective elearning solutions to solve the problem.

Dec 17, 2009•1 min

Omega Performance Knowledge Series Podcast – The Balancing Act: Balancing Sales Goals and Risk Management in Small Business Lending

Small businesses are among the groups being hardest hit by the current credit crunch—partly because so many small businesses depend on the owner’s home equity as their collateral for their loans, and partly because lenders aren’t yet prepared to change course and perform their analysis a different way. Instead of cutting off the flow of [...]

Dec 11, 2009•1 min

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