Answer:
The way you make lemonade out of the Wells Fargo lemon is to take a lessons-learned approach. Seek out a Customer Relationship Management (CRM) application that tracks effort and results in the referral and cross-selling arena. Have compliance or auditing or both determine how they will implement validity checks. Expect managers to conduct quality follow-ups by spot checking with depositors that added services to their accounts. Conduct ethics training across all departments that conveys the message that mishandling of recordkeeping or a customer’s trust in a financial institution is a line never to be crossed no matter what or why.
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Learn more about Honey Shelton’s webinar Incentives and Targets – After Wells
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