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Lenders and Leaders: Increase Your Client or Prospect Engagement and Win More Business

Lenders and Leaders: Increase Your Client or Prospect Engagement and Win More Business

Written by

Matt Murphy

Matt Murphy
Vice President - Commercial Banking Published 30 May 2023 Read time: 1

Published on

30 May 2023

Read time

1 minutes

Recently, IBISWorld and Anthony Cole Training Group hosted a webinar for banking sales leaders with the goal of driving more engaged client conversations that can help bankers better qualify opportunities.

According to a recent study by BAI, an “engaged” client is 35% more likely to consider their bank for their next product or service than a client who is merely “satisfied.

To help banking professionals foster better engagement, Matt Murphy of IBISWorld and Mark Trinkle of Anthony Cole Training Group teach you:

  • Three questions to determine if a prospect qualifies
  • How to tailor your message to the prospect’s industry and speak their love language
  • Why following a stage-based sales process helps win more business
  • How to create the rules of engagement for your bank’s closeable opportunities

These insights and rules, when followed, lead to more favorable outcomes and much less time being wasted chasing prospects who are unlikely to do business with your bank.

For additional training on prospecting techniques for your bank, check out our previous webinar on the art of cold calling.


Be the first to hear about future workshops and webinars when you follow IBISWorld on LinkedIn.

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