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Pennsylvania Bankers Association

Commercial AI Sale Survey

Share your perspective on commercial sales preparation, AI, and sales tools.

0 of 7 complete
Your banker is making an initial call on a prospect. How long does it take them to plan that call?
How many websites and outside tools do your bankers click on/use to prepare for this call?
How effective are your bankers in connecting research to conversation strategies?
How have you integrated AI into the commercial sales process?
Does your bank employ a CRM system?
If you employ a CRM, how effective is that in helping bankers sell better?
What tools and outside resources have you deployed to help your bankers sell more effectively?
Select all that apply.
Your details
So we can email you a copy of the results.

Thank you for your time. A copy of the the results will be emailed to you after they are presented by Jack Hubbard at the PBA Commercial Banking Conference on November 20.