EventSpan

Speaker:

Nick Miller - Clarity Advantage

Speaker: Colin Piper

Full description: For decades, banks have been grappling with the challenge of finding effective ways to marshal the forces of their frontline staff to help sell more to customers. It is simple, smart business sense and as relevant today as it was 20 years ago. Who understands your customers better than the folks in the branches who talk to them? What more cost-effective way is there to sell to existing customers than to use the resources already in place?

Effective selling at the frontline simply makes sense. And now, there's a new way for you to realize just how easily you can accelerate frontline sales effectiveness and improve key metrics like cross sell rate, investment and savings referrals, referrals to other specialists, staff satisfaction, reporting cost, and process efficiency.

Join Nick Miller, President of Clarity Advantage, and Colin Piper, President of Econiq, for a live, one-hour web demonstration of the Econiq frontline sales effectiveness solution, proven to deliver an increase in frontline sales by 20% or more within three months of deployment. The solution is easily customized, requires no integration with your existing technology infrastructure, and can be implemented and delivering results within four weeks.

Intended audience:

• EVP/SVP Retail Banking
• SVP/VP Branch Sales
• SVP/VP Human Resources

What you will learn:

• Increase sales and cross sales of financial products and services

• Generate higher quality and more qualified sales referrals

• Automate the sales referral process

• Increase efficiency and turnaround time by providing the right information, checklists, and tools to staff exactly when they need them

• Reduce error rates and levels of re-work through process automation

• Reduce cost of report generation through automation

• Eliminate paper-based processes used in customer profiling, customer on-boarding, quality management, customer surveys, and employee performance management

• Improve employee and customer satisfaction rates

• Achieve a better return on investment in training by targeting resources and directly linking training to individual performance