RW Advantage - Webinars

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Event Name:Insights for Growing Your Institution with Bank-at-Work
Date:Thursday, January 19, 2017 1:00pm CST
Presented By:BankersHub
Panelist(s) Info: Paul Corrigan Senior Consultant Peak Performance Consulting Group
Credits:1.2 AAP Credits, 1.0 CPE Credit

Bank-at-Work has proven to be an effective channel for bank’s to acquire new clients, deepen existing relationships and generate incremental revenue.  But fully leveraging the channel requires that bank’s maintain a cohesive structure around their workplace program.  The Webinar presentation will review the key components of Bank-at-Work structure and provide best practice tips for successful program implementation. 

The Key points to be covered:

  • How Bank-at-Work addresses an industry-wide challenge: Banks need revenue growth, but customers shifting away from branches, the traditional source of acquisition and cross-selling.
  • How Successful Bank-at-Work is a group sales model; it puts bankers in front of prospects and customers they no longer see in branch with opportunity to sell, service and advise.
  • Review the Bank-at-Work structural components that drive incremental revenue and provide the platform for business growth.

Key takeaways for Webinar participants:

  • Understand the dynamics behind best-in-class workplace programs and amount of new business they generate.
  • The impact of inadequate program structure; error’s that will impede your workplace initiative.
  • Checklist of “Top 10 Tips” to ensure that your Bank-at-Work program successfully implemented.