Gartner Research

Relationship Managers’ Use of Tech to Shift to Customer Acquisition

Published: 02 March 2020

ID: G00712977

Analyst(s): Financial Services Business Leader Research Team

Summary

RMs spend most of their client-facing time selling to new customers, using a variety of digital tools to maximize their reach while serving larger portfolios. To continue to achieve growth goals, commercial banking leaders should invest in RM tools that validate prospects and generate efficiencies.

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Overview

Conclusion

About This Research

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