Posts tagged with "banking webinar"

FinTech and Financial Disruption

Register Now

Fintech disruption image

For many banks, finding partnerships with FinTech firms can be a daunting task.  This FinTech Webinar will focus on the latest developments in Fintech and will discuss case studies on FinTech companies.

There is a small but growing number of banks that have positioned themselves as early adopters of new financial technology. Then there are those who are not far behind, but there are also those who are late adopters.

Attendees to this exciting banking webinar will get to:

  • Explore the latest fintech developments
  • How fintech has improved and benefited banks and they will continue to do so in the future
  • Learn how banks who haven’t adopted fintechs will fall behind in terms of customer relationships and their user experience.

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Dates of Event

Thursday, December 6, 2018

  • 12:00 – 1:00 pm (Eastern Time)
  • 11:00 – 12:00 pm (Central Time)
  • 10:00 – 11:00 am (Mountain Time)
  • 9:00 – 10:00 am (Pacific Time)

Credits

1.2 AAP Credits
1.0 CPE Credits

Your Speaker(s)

Bryan Adler
CEO, Co-Founder, Vetter

Bryan Adler Vetter

About the Speaker

Bryan is an Entrepreneur-in-Residence at Altpoint Capital and the Co-Founder & CEO of Vetter, an Altpoint portfolio company. His focus and passion is centered around the macro and practical dynamics of the lending industry across the United States. Prior to working with Altpoint, Bryan spent two years at Dreamit Ventures, a leading early stage enterprise-focused venture capital firm, as an Investment Team Member. Prior to Dreamit Ventures, Bryan was at UBS Investment Bank where he advised financial technology companies and community banks. As a self-proclaimed health and wellness nerd, Bryan is involved with various nonprofit organizations focused on wellness education and increasing access to healthy foods to underserved populations. Bryan holds a Bachelor’s degree in Accounting from Baruch College

Register Now Pay by Check

Remote Deposit Capture RDC for 2019 – Rules, Regs, Risks and Reg CC

Register Now

RDC Remote Deposit Capture

This all new RDC webinar, from BankersHub who created the original “RDC – Rules and Regs” webinar, will take attendees through all applicable laws, regulations and evolving risks specific to remote deposit capture services for preparing you and your institution for 2019.

Rules covered include FFIEC Guidance, Regulation J, Check 21, RDC commercial agreements, mobile agreements, participant and the roles of NACHA, ECCHO and participants in the RDC chain.

Participants will also hear lessons learned from the implementation of Regulation CC from challenges of implementation, remaining issues/opportunities and best business practices for ensuring compliance with Regulation CC.

Topics Covered:

  • RDC Applicable Laws
  • Risk Management and Internal Controls
  • Roles of Participants in the RDC Merchant/Mobile Chain
  • Mobile RDC Agreements
  • Merchant RDC Agreements
  • Lessons Learned from July 1, 2018 Regulation CC Implementation

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Dates of Event

Wednesday, December 5, 2018

  • 2:00 – 3:30 pm (Eastern Time)
  • 1:00 – 2:30 pm (Central Time)
  • 12:00 – 1:30 pm (Mountain Time)
  • 11:00 – 12:30 pm (Pacific Time)

Credits

1.8 AAP Credits
1.5 CPE Credits

Your Speaker(s)

Terri Sands CAMS AAP
Audit, CFE, ACH, At-Risk Adult Crime (ACT) Specialist and Founder,
Secura Risk Management

Dick Fraher
VP / Counsel to Retail Payments
Fed Reserve Bank Atlanta

Terri Sands Dick Fraher

About the Speaker

Terri Sands serves as the Director of the Financial Investigative Unit for State Bank & Trust in Atlanta, Georgia where she is responsible for BSA/AML, physical security, fraud prevention, and payments risk management. Terri is an Advanced Certified Anti-Money Laundering Specialist, an At-Risk Adult Crime Specialist and an Accredited ACH Professional. Prior to founding Secura, Terri served as co-founder of Payments Information Circle (PIC), a service organization providing payments industry education, auditing, consulting, resources, and support services to financial organizations throughout the country. Prior to her work at PIC, Terri also served as the President of GACHA, a non-profit, regional payments association where she provided strategic direction for financial institutions in the payments industry. Terri began her career in payments as a Senior Analyst with the Federal Reserve Bank of Atlanta where she provided training throughout the Sixth District and served on the Federal Reserve ACH Conversion Team that consolidated ACH Services for all branch locations in the Sixth District.

Dick Fraher, who joined the Federal Reserve Bank in 1998, is responsible for all legal matters affecting the Retail Payments Office including all legal questions concerning Reserve Bank retail financial services such as checks, ACH or adjustments.  Prior to becoming counsel for the Federal Reserve Bank, Fraher was responsible for all legal matters involving Check Relay and represented the Bank in a wide range of contracting matters, administrative proceedings and litigation. He was instrumental in the Thomas case, in which the Bank won a significant victory from the United States Court of Appeals for the 11th Circuit. Fraher was a senior attorney for the Federal Deposit Insurance Corporation. Fraher earned a Bachelor of Arts degree from Wright State University, a master’s degree from the University of Wisconsin-Milwaukee, a master’s degree and a Ph.D. from Cornell University and a doctor of law degree from Harvard University.

Register Now Pay by Check

Biggest Advantage Community Financial Institutions Don’t Realize They Have

Register Now

Data Collection

66% of lenders agree that the biggest challenge to portfolio profitability and growth is data collection and management. 30% of regulatory enforcement are due to data related credit administration problems.

This community banking webinar will discuss the benefits banks can yield from proper data collection and how management can implement a plan to capitalize on it.

With data collection costs reaching and average of $500,000 per bank annually, data collection is a huge part of their business and an area in which they can save a lot of money with the proper methods.

Attendees to this exciting banking webinar will get to:

  • Discover ways your bank can easily collect data at no cost.
  • Learn how to use your data as an asset.
  • Explore all the benefits that banks can gain from the correct data collection procedures and implementation.

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Dates of Event

Wednesday, November 14, 2018

  • 12:00 – 1:00 pm (Eastern Time)
  • 11:00 – 12:00 pm (Central Time)
  • 10:00 – 11:00 am (Mountain Time)
  • 9:00 – 10:00 am (Pacific Time)

Credits

1.2 AAP Credits
1.0 CPE Credits

Your Speaker(s)

Bryan Adler
CEO, Co-Founder, Vetter

Bryan Adler Vetter

About the Speaker

Bryan is an Entrepreneur-in-Residence at Altpoint Capital and the Co-Founder & CEO of Vetter, an Altpoint portfolio company. His focus and passion is centered around the macro and practical dynamics of the lending industry across the United States. Prior to working with Altpoint, Bryan spent two years at Dreamit Ventures, a leading early stage enterprise-focused venture capital firm, as an Investment Team Member. Prior to Dreamit Ventures, Bryan was at UBS Investment Bank where he advised financial technology companies and community banks. As a self-proclaimed health and wellness nerd, Bryan is involved with various nonprofit organizations focused on wellness education and increasing access to healthy foods to underserved populations. Bryan holds a Bachelor’s degree in Accounting from Baruch College

Register Now Pay by Check

Documenting Wire Transfer Risk Assessment

Register Now

Wire Transfer Operations Risk

Sample Slide from Presentation Deck

The FFIEC requires that financial institutions manage the risks associated with using the wire transfer networks to transmit wholesale payments. Wire program controls have been criticized by regulators based on controls that while years ago were effective are now no longer sustainable. Over the past several years, there have been significant cybercrime related incidents that have drawn the attention to internal controls of a financial institutions wire transfer program.

This banking webinar on wire risk will take attendees through all related risks and provide useful tools to complete your wire transfer risk assessment.

Elements Covered:

  • Wire Transfer Risks Reviewed
    • Definitions and Wire Process Flow
    • Different Types of Wire Transfers Explained
  • Types of Risks Explained and Best Practices for Mitigation
    • Credit Risk
    • Operations Risk
    • Fraud Risk
    • Reputational Risk
    • Legal and Compliance Risk
    • Third Party Risk
  • Tips for Completing a Strong Risk Assessment

Who Should Attend?

  • Internal Auditors
  • Compliance Officers
  • Risk Managers
  • Wire Transfer Supervisors
  • Electronic Banking
  • Deposit Operations
  • Branch Management
  • Senior Management
  • Enterprise Risk Management

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally. Event previously recorded.

Date of Event

Tuesday, November 13, 2018

  • 2:00 – 3:00 pm (Eastern Time)
  • 1:00 – 2:00 pm (Central Time)
  • 12:00 – 1:00 pm (Mountain Time)
  • 11:00 – 12:00 pm (Pacific Time)

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker(s)

Terri Sands AAP CAMS
Founder, Secura Risk Management

About the Speaker

Terri Sands is a recognized leader in the Payments industry with decades of hands-on experience in payments compliance, risk management and more. She founded Secura Risk Management 8 years ago to deliver education, consulting and auditing services in the areas of payments risk management (ACH, RDC, Wire Transfer, Debit Cards), BSA/AML, fraud prevention, and physical security for financial institutions and FinTech companies. 

Terri is also Director of Payments Risk Management at State Bank & Trust (GA). Previously, she was Managing Director of Payments Information Circle, President of GACHA, and Training Manager for ACH Services at the Federal Reserve Bank. Terri has been an instructor for BankersHub for almost ten years.

Register Now Pay by Check

Making Bank-at-Work Work for Your Bank (or Credit Union!)

Register Now

How to launch a Bank-at-Work program that works for your customer and your institution 

Virtual and Digital Only CustomersFinancial technology is advancing every month, with innovations  embraced by more and more customers, especially younger generations and the emerging affluent. This is resulting in fewer customers ever coming to branches at all and bankers now struggling with how to reach them for ongoing sales and service.

The Bank-at-Work Solution TODAY! As a result, many financial institutions are reconsidering a solution that’s been around a long time… Bank-at-Work or Workplace Banking programs. And why not? By focusing on current business customers, you can create programs and events that both benefit your business customer while appealing to individuals who will find banking where their employer does convenient. Bank-at-Work has been an effective channel for banks to acquire new clients, deepen relationships and generate incremental revenue. But fully leveraging the channel requires that banks maintain a cohesive structure around the workplace program.

There are a lot of questions around best practices and approaches to successful Bank-at-Work programs and this banking webinar will cover them in detail.

Attendees to this banking webinar will learn:

  • The changing demographics of younger customers and emerging affluentThe fundamental components of the Bank-at-Work approach
  • How Bank-at-Work addresses industry-wide challenges and revenue growth at a time when customers are shifting away from brick-and-mortar
    • Putting bankers in front of prospects and customers who no longer visit branches
  • Ways for providing access to employees including:
    • Computer -in-break room
    • ATM at-business
    • Mobile access and mobile banking
  • The importance of the lending function to business customers’ employees
  • The critical keys to success through targeted marketing and relationship management
  • Other considerations for making Bank-at-Work successful for the institution AND its business customer owners/employees

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Dates of Event

Wednesday, November 7, 2018

  • 2:00 – 3:30 pm (Eastern Time)
  • 1:00 – 2:30 pm (Central Time)
  • 12:00 – 1:30 pm (Mountain Time)
  • 11:00 – 12:30 pm (Pacific Time)

Credits

  • 1.8 AAP Credits
  • 1.5 CPE Credits

Your Speaker

David Peterson
President, U.S. Dataworks

Michael Beird – Moderator
Co-Founder, BankersHub

About the Speaker

David Peterson is President of U.S. Dataworks, serving on the board of several industry related companies and associations, and is a serial entrepreneur with start-ups in retail and professional services.

David has inspired international audiences to rethink how innovation happens in their organization. He helps business leaders foster a culture of innovation that capitalizes on workforce diversity and instills accountability for driving growth. As the founder and CEO of Goldleaf Technologies, a leading provider of electronic payments software and a pioneer in the fintech industry, David understands the critical need to combat status-quo thinking to achieve sustainable profits and competitiveness in any industry.

David is the author of the best-selling book Grounded: Anchored Management for Strategic Leadership and Effective Decision-Making (Little River Publishing, 2016). His approach to strategic innovation has been praised by everyone from C-Suite executives to entrepreneurs to millennials.

Michael Beird is Co-Founder of BankersHub, the industry’s leading online training provider for financial services. Prior to BankersHub, Michael was Practice Director of Banking and Credit Card Research for J.D. Power. He advises Retail Banking executives on workforce management, retail policies and procedures, capacity planning and re-engineering at institutions across four continents since ’93. He was VP of Resource Engineering for Shawmut Bank Boston and began his career in Branch Management and Audit at Bank of America.

 

Register Now Pay by Check

Beneficial Ownership Rule – Regulatory Compliance for Data Collection and Storage

Register Now

Data Collection

With the new Beneficial Owner Rule, being on top of the changes to the rule can become burdensome and confusing and people need an easier way to deal with these continuously changing regulations.

In this banking webinar you can be expected to learn about best practices for collecting and storing data to ensure regulatory compliance for the Beneficial Ownership Rule and more.

It is critical for financial institutions to collect, monitor and maintain accurate customer information to comply with the new Beneficial Ownership Rule. Most do not have an effective process in place to collect and store this data, which can result in mistakes costing banks thousands of dollars.

Attendees to this exciting banking webinar will get to:

  • Discover new processes that banks can put in place to collect, monitor and store data and the lowest costs.
  • Explore technology that can not only help you comply with BO rules, but other regulatory restrictions.
  • Learn how to efficiently manage your team, grow your institution, and cut data collection costs while staying compliant.

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Dates of Event

Tuesday, November 6, 2018

  • 12:00 – 1:00 pm (Eastern Time)
  • 11:00 – 12:00 pm (Central Time)
  • 10:00 – 11:00 am (Mountain Time)
  • 9:00 – 10:00 am (Pacific Time)

Credits

1.2 AAP Credits
1.0 CPE Credits

Your Speaker(s)

Bryan Adler
CEO, Co-Founder, Vetter

Bryan Adler Vetter

About the Speaker

Bryan is an Entrepreneur-in-Residence at Altpoint Capital and the Co-Founder & CEO of Vetter, an Altpoint portfolio company. His focus and passion is centered around the macro and practical dynamics of the lending industry across the United States. Prior to working with Altpoint, Bryan spent two years at Dreamit Ventures, a leading early stage enterprise-focused venture capital firm, as an Investment Team Member. Prior to Dreamit Ventures, Bryan was at UBS Investment Bank where he advised financial technology companies and community banks. As a self-proclaimed health and wellness nerd, Bryan is involved with various nonprofit organizations focused on wellness education and increasing access to healthy foods to underserved populations. Bryan holds a Bachelor’s degree in Accounting from Baruch College

Register Now Pay by Check

Sweet Spot of Social Media – Mitigate Risk to Reap Rewards

Register Now

Social Media strategy75% of banks think that social media is important. However, recent studies show that many banks are failing to take advantage of social media as a sales and marketing tool.  Many times this lack of engagement is due to the fear of legal and regulatory compliance risks.

  • How do you mitigate the risks associated with social media?
  • How do you engage in social media activities without allowing “legalese” to ruin effectiveness?

In this banking webinar, presenters will discuss the legal and regulatory risks of social media and more importantly, how to address those risks to reap the rewards that result from an effective social media strategy.  Led by a bank attorney and bank marketing expert, this social media webinar will show examples of institutions that are “getting it right” and those that have “gotten it wrong.”

Takeaways that Attendees will Leave Understanding include:

  • Current uses of social media by financial institutions
  • The major legal and compliance risks involved with those uses
  • Risk mitigation techniques and their “pros” and “cons” from both the legal/compliance perspective and the branding/marketing perspective
  • Suggested approaches to finding the middle ground between “no risk” and “too much risk”
  • Examples of “getting it right” and “getting it wrong”

Date of Event

Monday, October 29, 2018
2:00 – 3:00 pm ET
1:00 – 2:00 pm CT
12:00 – 1:00 pm MT
11:00 – 12:00 pm PT

Pricing
$249 for Webinar plus playback*
*Playbacks do NOT expire and may be shared internally.

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speakers

Lisa Beck
President – Cypress Resources

Kevin Funnell

Kevin Funnell
Of Counsel – Shapiro Bieging Barber Otteson LLP

About the Speakers

Lisa Beck is a nationally recognized strategic marketing executive and business development professional with an extensive background in the financial services and mid-sized business arena. She has successfully transitioned brands and created a national brand with three unique business units. Lisa’s experience encompasses a broad spectrum of financial industry knowledge, skills and experience. Skilled at developing and leading teams to successfully achieve growth plans, she demonstrates a proven success creating sales and marketing strategies on a national platform evolving brands to match business objectives.

Kevin Funnell has over 43 years of experience working with companies on complicated business and regulatory matters, including business law, commercial transactions, financial institutions regulations, mergers and acquisitions, mortgage banking, privacy, Internet and electronic commerce, outsourcing, and information technology services. Kevin has worked with financial institutions and other companies on electronic commerce, data acquisition, management, and processing, information technology services, and developing issues related to the Internet. He has also served as an in-house counsel to a large financial institution and understands complex business and legal issues from the perspective of the corporate legal department.

Register Now Pay by Check

Branch Manager’s Guide for Improving Customer Experience and Satisfaction

Register Now

Much has been written lately about the superiority of digital banking channels and the demise of brick-and-mortar facilities. New types of mobile banking applications appear almost daily and it seems as though there’s little you cannot do with a Smartphone.

Research continues to shed light on the important role branches and the branch experience still play in the overall customer experience. Customer satisfaction with the branch channel has never been higher but for different reasons and with higher stakes in getting it right.

Michael Beird, former Director of the Banking and Credit Card Practices for JD Power and current industry consultant on Customer Satisfaction in Financial Services, will focus on what customers expect and want most from their banking experience.

Attendees to this banking webinar will leave knowing:

  • Industry trends in retail banking satisfaction, best practices and challenges
  • Which banks are performing well at the top
  • How your frontline staff needs to handle ‘fees’ without sacrificing customer satisfaction
  • What actions need to be taken during and after account opening to solidify the new customer relationship
  • How your brick-and-mortar facility may be costing you customers before they even enter the branch
  • Which problems contribute the most to customer attrition and how to resolve them successfully
  • Which differences in expectations for service ‘excellence’ across demographics matter most for retaining customers
  • The 10 KPIs (Key Performance Indicators) critical for integrating into any customer tracking or satisfaction study
  • The one behavior which impacts branch experience more than any other action

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Dates of Event

Thursday, October 25, 2018

  • 2:00 – 3:30 pm (Eastern Time)
  • 1:00 – 2:30 pm (Central Time)
  • 12:00 – 1:30 pm (Mountain Time)
  • 11:00 – 12:30 pm (Pacific Time)

Credits

  • 1.0 CPE Credits

Your Speaker

Michael Beird
Co-Founder – BankersHub
Former Director – J.D. Power

Michael Beird

About the Speaker

Michael Beird has been involved in Financial Services for four decades, most recently as Co-Founder and Managing Director for Financial Services at BankersHub since 2010. In addition to BankersHub, Michael most recently served as Director of Banking and Credit Card Practices for J.D. Power and Associates where he helped oversee the annual customer satisfaction surveys in addition to consulting on improving customer experience at banks across the country.

Michael’s experience began with Bank of America as Branch Manager, Auditor and Operations Specialist for one of the bank’s largest branches. He was VP of Workforce Management for Shawmut Bank Boston where he also conducted due diligence for numerous M&A engagements. He has worked at numerous management consulting firms for 15 years, advising Retail Executives at banks in the U.S., Europe, Australia and Japan. Michael also serves on the faculty of the GSB Wisconsin

He has an MBA in Finance and Accounting from Cornell University and his BA in Psychology from University California Irvine.

Register Now Pay by Check

Winning Customer Deposits in the Digital Age (3-Part Webinar Series)

Register Now

The deposit market is shifting as interest rates rise, bank customers push for higher yields and fintechs including SoFi try to move into traditional banking.

This 3-part Deposit Bootcamp redefines deposit strategy for the digital age and the coming changes including younger demographics, the rise of non-banks and digitization. We explore non-financial approaches to attract and retain customers, how to leverage psychological biases, pricing strategy, offer-presentment and data analytics to stay relevant.

Buy 1, 2 or all 3 banking webinars (and Save $$)

PART 1

Innovative Deposit Product Features and Customer Experience Mgmt

Monday, October 22, 2018

  • 12:00 – 1:30 pm ET
  • 11:00 – 12:30 pm CT
  • 10:00 – 11:30 am MT
  • 9:00 – 10:30 am PT
  • Global trends and best practices on deposit innovation
  • Creating a needs-based customer segmentation
  • Evaluating feature preferences and willingness to pay
  • Bundling and packaging optimization

PART 2

Pricing Analytics, Elasticity and Optimization Modeling

Tuesday, October 23, 2018

  • 12:00 – 1:30 pm ET
  • 11:00 – 12:30 pm CT
  • 10:00 – 11:30 am MT
  • 9:00 – 10:30 am PT
  • Price elasticity modeling
  • Price optimization modeling
  • Price promotion theory
  • Promotion campaign management

PART 3

Presentment and Engagement at the Digital Point-of-Sale

Wednesday, October 24, 2018

  • 12:00 – 1:30 pm ET
  • 11:00 – 12:30 pm CT
  • 10:00 – 11:30 am MT
  • 9:00 – 10:30 am PT
  • Consumer behavioral biases at the point-of-sale
  • Push vs. pull: New thinking on digital cross-selling
  • The holy grail: Nudging primary banking behavior through digital
  • Digital sales tool implementation considerations

Pricing

$549 for all 3 sessions with Playbacks that do not expire (event previously recorded)
$249 for individual sessions and playback
Register for Part 1 ONLY
Register for Part 2 ONLY
Register for Part 3 ONLY

Credits

5.4 AAP Credits
4.5 CPE Credits

Your Speakers

Dr. Wei Ke
Managing Partner
North America Financial Services
Simon-Kucher
Betty Cowell
Senior Adviser
Retail Financial Services
Simon-Kucher

  

About the Speakers

Dr. Wei Ke is a Partner based in Simon-Kucher’s New York and Toronto offices. He currently heads the company’s financial services activities in North America and is Managing Partner of Simon-Kucher Canada. Prior to Simon-Kucher, Wei’s professional and academic experience also covered consumer retail, self-storage, healthcare, shipping, and renewable energy industries. Wei is currently also an adjunct professor for pricing and marketing analytics at Columbia Business School and at Queen’s University Smith School of Business.

Betty Cowell is a senior advisor at Simon-Kucher & Partners. She has extensive experience in retail banking, deposits, debit card and sales service performance. Betty’s experience includes leading the development of business strategies for business banking and retail segments at Whitney Bank, and managing retail sales and service, deposit and debit card products at Wachovia Bank.

Register Now Pay By Check

Winning Customer Deposits in the Digital Age (3-Part Webinar Series)

Register Now

The deposit market is shifting as interest rates rise, bank customers push for higher yields and fintechs including SoFi try to move into traditional banking.

This 3-part Deposit Bootcamp redefines deposit strategy for the digital age and the coming changes including younger demographics, the rise of non-banks and digitization. We explore non-financial approaches to attract and retain customers, how to leverage psychological biases, pricing strategy, offer-presentment and data analytics to stay relevant.

Buy 1, 2 or all 3 banking webinars (and Save $$)

PART 1

Innovative Deposit Product Features and Customer Experience Mgmt

Monday, October 22, 2018

  • 12:00 – 1:30 pm ET
  • 11:00 – 12:30 pm CT
  • 10:00 – 11:30 am MT
  • 9:00 – 10:30 am PT
  • Global trends and best practices on deposit innovation
  • Creating a needs-based customer segmentation
  • Evaluating feature preferences and willingness to pay
  • Bundling and packaging optimization

PART 2

Pricing Analytics, Elasticity and Optimization Modeling

Tuesday, October 23, 2018

  • 12:00 – 1:30 pm ET
  • 11:00 – 12:30 pm CT
  • 10:00 – 11:30 am MT
  • 9:00 – 10:30 am PT
  • Price elasticity modeling
  • Price optimization modeling
  • Price promotion theory
  • Promotion campaign management

PART 3

Presentment and Engagement at the Digital Point-of-Sale

Wednesday, October 24, 2018

  • 12:00 – 1:30 pm ET
  • 11:00 – 12:30 pm CT
  • 10:00 – 11:30 am MT
  • 9:00 – 10:30 am PT
  • Consumer behavioral biases at the point-of-sale
  • Push vs. pull: New thinking on digital cross-selling
  • The holy grail: Nudging primary banking behavior through digital
  • Digital sales tool implementation considerations

Pricing

$549 for all 3 sessions with Playbacks that do not expire (event previously recorded)
$249 for individual sessions and playback
Register for Part 1 ONLY
Register for Part 2 ONLY
Register for Part 3 ONLY

Credits

5.4 AAP Credits
4.5 CPE Credits

Your Speakers

Dr. Wei Ke
Managing Partner
North America Financial Services
Simon-Kucher
Betty Cowell
Senior Adviser
Retail Financial Services
Simon-Kucher

  

About the Speakers

Dr. Wei Ke is a Partner based in Simon-Kucher’s New York and Toronto offices. He currently heads the company’s financial services activities in North America and is Managing Partner of Simon-Kucher Canada. Prior to Simon-Kucher, Wei’s professional and academic experience also covered consumer retail, self-storage, healthcare, shipping, and renewable energy industries. Wei is currently also an adjunct professor for pricing and marketing analytics at Columbia Business School and at Queen’s University Smith School of Business.

Betty Cowell is a senior advisor at Simon-Kucher & Partners. She has extensive experience in retail banking, deposits, debit card and sales service performance. Betty’s experience includes leading the development of business strategies for business banking and retail segments at Whitney Bank, and managing retail sales and service, deposit and debit card products at Wachovia Bank.

Register Now Pay By Check