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Venue

Boca Raton Resort
501 East Camino Real
Boca Raton, FL 33432

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Monday, March 12, 2012

3:45 PM - 4:30 PM
Track: Distribution View Track

MAKING THE MOST OF BRANCH SALES OPPORTUNITIES

Scott Cleveland, SVP, Branch Banking Performance Measurement Executive, SUNTRUST BANK
Bill Simmons, Financial Services Practices, PITNEY BOWES SOFTWARE

While more sales are occurring through more channels than ever, the branch remains a primary source of new customer acquisition and cross-sell. What are leading banks using to increase sales productivity through branches? What are the tools and approaches that are being used to develop relationships with new customers and expand relationships with existing customers? What information is being used to better understand the market and existing customers who use the branch for new account opening? What role does that information play in increasing branch sales? Learn what a leading retail bank is doing with extensive branch networks are doing to increase the sales productivity of their physical distribution network. 

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