CBA Webinar

Agile Customer Management: Attaining the Right Customer-Product Fit to Achieve Your Portfolio Objectives

September 14, 2017, 2 p.m. Eastern

The disconnect between back office goal setting, marketing campaigns, and front-line execution is the #1 reason banks fail to meet their strategic portfolio objectives. When banks don’t connect the dots between these functions and continue to rely on traditional demographic segmentation and advertising campaigns, they experience revenue stream leakage and get out-maneuvered by more efficient competitors. No matter how well-planned the strategy, it can’t be successful when marketing and client-facing employees (or systems) don’t have the right tools to align their efforts. Similarly, back office strategic planning needs to include a timely analysis of data captured at customer touchpoints to provide realistic guidance. 

In this webinar, portfolio owners will learn how to create a closed-loop system encompassing the back office, marketing, and omni-channel client interactions to inform more defensible, reliable, and achievable portfolio objectives. Industry veteran Frank Bria will provide specific examples of how this approach can transform your entire retail banking portfolio, including residential lending and deposits. As a result, the bank can deliver value to customers and stockholders by ensuring that the right clients are receiving the right products at the right price.

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BAI Beacon 2017

Lighting the Way Forward

October 4-5, 2017, Atlanta, GA

Nomis VP of Deposits Brian Buckingham is one of the featured speakers at BAI Beacon 2017. He and Tom Hoscheidt, Managing Director, Research, at BAI, will be presenting October 4 at 2 p.m. Entitled "Rising Interest Rates: Now What?," their session will focus on key deposit trends reshaping deposit portfolios. Attendess will gain insights into how these trends will impact financial services strategy and what practical steps financial institutions can take to prepare themselves and ensure success in this changing landscape.

Learn more about BAI Beacon 2017 »
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