Pre-Conference Workshops
8:00 am – 11:30 am - Choose one:
Workshop 1: Consumer
On-Ramp Excellence: Achieving customer loyalty in the first ninety days
You never get a second chance to make a first impression. And first impressions are critical in today's fiercely competitive financial services marketplace. At this pre-conference workshop, customer satisfaction and retention experts will weigh in on what first impressions you should, and could, be making with your new customers and members. By participating, you'll gain a competitive service advantage that earns you customer-member loyalty in as little as ninety days.
Workshop 2: Small Business
Full-Service Fill-Up: Win Market Share by Helping Small Businesses Manage Their Businesses Better
To date, no financial institution has emerged with a winning formula to help small businesses more effectively manage the details that overwhelm them…until now. Be that financial institution by attending this pre-conference workshop. Listen to actual small businesses and you’ll hear their cry for help. Learn from small business experts what you can do to help today’s fastest growing enterprises manage their businesses better. At the conclusion, you’ll know how to win marketshare and a lot more.
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12:00 pm – 3:30 pm - Choose one:
Workshop 3: Business Banking
Pole Position: Leader Strategies for Managing Risk and Liquidity
Integration into the global economy has its risks and rewards. Today’s business leaders need a truly holistic approach to financial stewardship and managing risk, one that encompasses everything from global economic trends to strong corporate governance and transparency. In other words, they need you. Take the pole by participating in this pre-conference workshop to discover leader strategies for helping your business banking customers most effectively manage risk and liquidity. By doing so, you’ll win the race to greater marketshare.
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Workshop 4: Growth & Retention
All Aboard: Innovative Incentives for Moving Employees Online
So much of your effort is spent moving your customers and members online. What about your employees? This pre-conference workshop will equip you with actionable strategies and innovative incentives to move your most influential brand ambassadors online. Once there, they’ll become more effective stewards for your online channel and, thus, drive greater customer-member adoption. All aboard!
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