Novantas Presentation

Depositors in Motion: Refining the Retail Sales Experience to Win Share

Event: Onsite Conference
Location: Web Based Seminar
Date: 18 Dec 2008
Time: 2:30 – 3:30 PM EST
Speaker: Les Dinkin, Managing Director

Countless valuable customer relationships are up for grabs as the banking industry deals with a crisis-torn market, posing both risks to current deposit and the opportunity for major market share gains. But, are retail financial institutions adequately prepared for the intensive challenges to retain established customers and win new ones?

Much will hinge on the sales experience, including interactions with branch and call center staff as well as relationship managers. Yet in many cases, these valuable opportunities with consumer and small business customers will be forfeited – needless victims of unfocused and inconsistent front line performance.

This session will detail the methodical approaches that leading institutions are using to improve their retail sales experience and win deposit market share. Using case studies and Novantas' proprietary analytics, this session will:

• Describe the historic unfolding opportunity to increase profitable new customer relationships in a turbulent market
• Outline the sales experience challenges that must be surmounted to realize this opportunity
• Discuss specific required improvements, including targeting, benchmarking performance and sales management
• Profile the strategic and financial benefits resulting from this work

This program is appropriate for senior financial executives with responsibility for Strategy, Retail Banking, Customer Relationship Management, Sales Effectiveness and Market Research.