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Driving Results with Your Bank’s Data
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8/22/2019
When: 9:00 AM
Where: United States

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Recommended for 1.25 CE Credits

Program Content:

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.

Covered Topics:

·        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.

Presenter:

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.

If you are unable to attend the webinar but would like to have this information for training purposes, you may also purchase an OnDemand website link and/or CD-ROM. 

 

 

 

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