Driving Results with Your Bank's Data
Thursday, August 22, 2019
11:00 am – 12:00 pm Eastern
As the race for core customers, core deposits, and expanded customer relationships intensifies, it is imperative to have your bank positioned for growth. In the age of analytics and informed decision-making, banks have a largely untapped source of internal data. We know where our current customers live and operate their businesses, and we have access to internal product and service utilization. Given this wealth of information, why aren’t more organizations utilizing it to improve results?
During this session, we will explore specific and actionable strategies to use internal data to:
- Grow core customers
- Increase core deposits, and
- Deepen customer relationships.
Topics Covered:
- How big data can effectively be deployed to target prospective customers
- Specific and actionable strategies to use internal data to increase core deposits, fee income and product utilization
- How to enhance internal execution with customers and prospects
Who Should Attend?
This session is specifically geared for CEOs, Marketing Executives, Retail Banking Executives and Operations Executives.
Speaker:
David Carlson
David Carlson, Senior Vice President with Haberfeld Associates, has worked with clients for more than 12 years to implement and sustain system activities that allows them to see significant growth. He leads consulting meetings with Haberfeld client executive teams, helping them identify opportunities for increased growth and profitability. David also presents at many bank-wide rallies and training meetings on topics such as new customer acquisition strategies, sales and marketing initiatives, revenue enhancement, strategic planning and team development. David holds a Bachelor of Science degree in Business from the University of Nebraska.
Attendance verification for CE credits provided upon request.
Webinar Sponsored by Total Training Solutions
If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.
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Live Plus Five – Attend the live event and receive five business days of unlimited access to the OnDemand Playback and links to presenter materials and supplementary handouts.
OnDemand Recording – Receive unlimited access to the OnDemand Playback for 6 months and links to presenter materials and supplementary handouts. This option does not include live session attendance.
CD-ROM – Receive the webinar recording on a CD-ROM 7-10 business days after the Live event or your registration date (whichever is the latter). Receive unlimited access to the OnDemand Playback for 6 months and links to presenter materials and supplementary handouts. This option does not include live session attendance.
Live Plus Six – Attend the live event and receive six months of unlimited access to the OnDemand Playback and links to presenter materials and supplementary handouts.
Premier Package – Includes all three base options. Live attendance, OnDemand Playback for six months, and the CD-ROM.
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