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Thursday, November 20, 2014

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

WINNING STRATEGIES FOR BRANCH SMALL BUSINESS BANKING

Kristine Goddard, SVP – Director of Business Banking and Director of Regional Credit – Women’s Financial Group, ZIONS FIRST NATIONAL BANK
David Kerstein, President, PEAK PERFORMANCE CONSULTING GROUP
Kevin Mackiewicz, Vice President, Senior Marketing Manager, FIFTH THIRD BANK

The transformation of branch banking provides opportunities to unlock the profit potential of the small business market. New segmentation strategies are improving the efficiency of sales and marketing.  New channel advances are making distribution more cost effective, while at the same time providing the physical convenience businesses need. And improved staffing models are resulting in greater focus on small business sales.

But today’s success means that bankers must re-think old assumptions about customer needs, channel preferences and marketing tactics.

In this interactive discussion, attendees will:

  • Understand how banks are using improved segmentation strategies to acquire customers and grow share of wallet
  • Learn how new branch designs are enabling greater focus on the small business market
  • Hear how banks are changing the branch staffing mix to create stronger small business sales teams

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