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Tuesday, October 29, 2013

11:45 a.m. - 12:30 a.m.


Moderator: Kevin Travis, Managing Director, NOVANTAS, INC.
Andrew Hovet, SVP Director of Delivery Channels, IBERIABANK
Todd Hollander, Executive Vice President, Business Banking Group, UNION BANK, N.A.
Mike Marshall, Senior Director, Small Business Banking, CIBC

The traditional sales model for small business banking is being seriously disrupted as customers increasingly embrace web and mobile technologies, creating both risk and opportunity in a new multi-channel marketplace. Along with local market outreach, banks now must consider how to promote, present and sell in digital channels.  This panel discussion will detail the implications for small business sales and customer relationship expansion as more high-value activity shifts online. Senior bankers will discuss how their institutions are adapting the sales process to take advantage of new digital possibilities in reaching, selling and serving the small business customer.

  • New research findings on customer shopping and buying preferences
  • Rethinking the distribution model for small business banking
  • Winning approaches for web and mobile sales
  • Key innovations and skills for multi-channel competition
  • Priorities and recommendations for 2014

Additional Banker Panelists to be Announced

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