Skip to main content

Looking for Valuant? You are in the right place!

Valuant is now Abrigo, giving you a single source to Manage Risk and Drive Growth

Make yourself at home – we hope you enjoy your new web experience.

Looking for DiCOM? You are in the right place!

DiCOM Software is now part of Abrigo, giving you a single source to Manage Risk and Drive Growth. Make yourself at home – we hope you enjoy your new web experience.

Looking for TPG Software? You are in the right place!

TPG Software is now part of Abrigo. You can continue to count on the world-class Investment Accounting software and services you’ve come to expect, plus all that Abrigo has to offer.

Make yourself at home – we hope you enjoy being part of our community.

Lending & Credit Risk Ag Lending C&I Loans CRE Lending Member Business Lending Small Business Lending

Relationship banking: 7 Keys to extraordinary results

Tuesday, February 13, 2024
2:00 PM ET / 1:00 PM CT

Ask any banker what their competitive advantage is and odds are they will say relationships. With all the advances in technology from ChatGPT to digital banking, how do today’s lenders keep the relationship front and center in relationship banking?

There are seven keys that are critical for a relationship banker’s success. In this session, we will delve into each element and give you a roadmap to achieve extraordinary results at your financial institution.

You will learn:

  • Specific strategies that high-performing relationship lenders use
  • Crucial relationship banking trends and insights
  • How technology can help you better understand and stay in touch with your customers

Meet Your Presenter

Chris Carlson

President/CEO
Before becoming a sales and marketing consultant, Chris Carlson spent 20 years in the insurance industry as a Salesperson, Sales Manager and National Sales Director. Since 2003, Chris has worked with banks across the country from large national banks to small community banks.  He specializes in helping these banks grow sales, retain

Full Bio