An effective client relationship management process
  • Engage in relationship reviews
    • These are a way to proactively outreach key clients
    • This is NOT the "annual credit review"
    • They must be objective in order to map and identify future opportunities
    • Think in a longer-term perspective such as a 12- to 18-month duration
Your key outcomes will be retention and client satisfaction and this may even cultivate customer referrals for your financial institution.