There's a lot we can learn from other industries when it comes to Customer Experience. Making processes more efficient and cutting down wait times are only the beginning.

In this podcast, Maria Abbe sits down with Scott Morgan, VP of Delivery & Client Success at PrecisionLender, as he shares how the customer experience at Disney World can be translated into banking.

In this podcast, Dallas Wells and Jim Young review the high points of Chapter 10 of "Earn It," which is titled "Get Your Lenders to Engage, Not Revolt." We'll review how to get your bank to embrace a culture of change and then, when that culture is in place - some specifics on how to train lenders and how to ensure adoption of the tool. 

In this podcast, we sit down with Jason Cohen as he talks honesty. Cutting corners and exaggerating the truth may seem appealing when competition is fierce and the next deal needs to get done. But does it actually result in more revenue and higher profitability?

Cohen makes the case for honesty and divulges how it can make us more effective and more profitable. 

Your customers aren’t coming to you because they want a loan. They’re coming to you because they need what the loan will help them do. Whether that’s starting a business or keeping one running smoothly, understanding the “why” behind your customers’ desires is key to better serving them and maintaining lasting relationships.

In this podcast, Bob Moesta and Chris Spiek, creators of the “Jobs To Be Done” framework, share how to uncover what it is your customers need.