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Page 1: Modern Sales in Retail Banking Infographic

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Source: (1) Accenture, (2) PWC, CEB, (3) E&Y, (4) E&Y, (5) E&Y

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of customers today consider their banking relationship to be transactional rather than relationship driven1

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The single most common reason customers opened or closed accounts or services in the past year was the experience with their financial services providers… Are you prepared?3

44% of customers who are very likely to recommend their bank opened new accounts or services in the past year5

74% of customers with positive customer experiences are likely to refer a friend

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Fast & Easy Quickly adapt and grow at a lower cost

Pipeline-Building Identify hot leads and convert them faster

Insight-Driven Recommend & personalize with 360-Degree client view and integrated analytics

Collaboration Support team engagement, collaboration and referrals

Mobile & Productive Manage accounts on any device, in any location, and at any time

of banks consider a customer centric business model to be very important, but <20% are prepared for it2

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of those who leave will actively discourage others from using that bank4 QRB=

customers leave banks after a bad experience O=áå=R==

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BANKS

 

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