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Thursday, November 20, 2014

4:15 p.m. - 5:00 p.m.
Track: Data View Track

GETTING SMARTER: LEVERAGING DATA TO BOOST SMALL BUSINESS SALES PRODUCTIVITY

Moderator: Jolene Cameron, Director, Client Support & Professional Services, FISERV
Jennifer L. Luciano, Vice President, CRM Implementation Manager, WINTRUST FINANCIAL CORPORATION
Mary C. Bintz, Commercial Banking Business Services Manager, NBT BANK
Greg Shewmaker, Senior Vice-President, Private Banking Manager, CENTRAL BANK & TRUST COMPANY

A panel of executives from leading mid-size banks will discuss the approaches their organizations are taking to better apply data in the pursuit of efficient growth in the Small Business segment.  The discussion will range from lead generation and prospecting, to predicting financial needs and managing sales teams.   Hear how these banks are getting more out of their Small Business sales and relationship management resources by using new technology and implementing new processes to better leverage the data they have about their markets, their customers and their sales activities. 

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