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CFT
Webinars are purely educational. Instructors are not permitted to sell any
products or services during the presentation.
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. Please forward email to appropriate
person(s).
Instructor:
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.
What Is A
Webinar?:
A
webinar combines the clarity of an audio teleconference with the
interactivity and visual presentation of the internet. All you need to
participate is a telephone and an internet connection. Even if you don't
have an internet connection, you can still participate in the audio
session. Listening to the program over the telephone and following the
written materials is an effective alternative!
Unable To
Attend?:
No
problem. You can purchase a recording of the webinar for future use. You
can choose from either an On-Demand Web Link (Good for 6 months from the
webinar date, unlimited use) or a CD-ROM (includes a paper copy of the
PowerPoint slides).
Viewing Options
(all options include applicable handouts):
All
options include applicable handouts. You can choose to pay by credit card
or be billed. Additional Live Webinar connections are $50 each.
Option 1: Live
Webinar and 7 Days OnDemand Video Playback - $165
Option 2:
OnDemand Video (six months access) - $185
Option 3: Live
and 6 Months of OnDemand Video - $235
Option 4: CD-ROM
Video (Includes OnDemand Video) - $235
Option 5: Entire
Package (all of the above) - $265
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