Packaging & Promoting Commercial Account Services for Community Banks
Stop Getting Outsold!
Community banks have all the tools needed to compete on feature/function with the regional and national players. Participants will leave with ideas that will help them develop an overall strategy for the commercial marketplace.
The real battle in financial services today is competition for the profitable small business account. Community banks have all the tools needed to compete on feature/function with the regional and national players. What is often missing is packaging, promotion and sales training.
This session looks at recent trends, including “free” business checking and commercial cash management technology, and provides insight that will ensure that your bank has a plan to attract and retain business accounts. Participants will leave with ideas that will help them develop an overall strategy for the commercial marketplace.
Understanding your costs and efficiencies will go a long way in helping you make the right decisions about how to charge, what to charge and how to bundle services for maximum benefit. Effective packaging and pricing will encourage your customers to take advantage of bundled solutions rather than individual products. Join us and learn how to evaluate your current product mix and enhance and refine it based on the technology available.
Specific issues & opportunities to be discussed:
- Building bundles of services that make sense for customers of different size and focus
- Addressing pricing (including free) issues in a positive way
- Enhancing employee knowledge and sales skills to better educate customers
Senior officers, CFOs, marketing officers and pricing managers
A 30-year industry veteran, Trent Fleming serves as a trusted adviser to financial institutions. He has worked with banks on matters as diverse as strategic planning, business continuity, employee education and operational efficiency. Fleming’s presentations on technology, management and strategy consistently get the highest marks from his audiences. He serves on the faculty of the Graduate School of Banking at the University of Wisconsin, and regularly contributes articles to industry publications. He also publishes the very popular banking newsletter “Trent’s Comments.”
Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2.5 hours CFMP
Member price: $265.00 | Non member price $530.00
Member price: $280.00 | Non member price $560.00
Online: Visit the CBA Webinar Catalog
Mail: Click here and mail completed form with check payable to ConferenceEdge to: (Mail at least 10 days prior to event)
1516 Xavier St., Ste 500, Denver, CO 80204
Phone: Call ConferenceEdge at (877) 988-7526 (credit card payments only)
- Preferred Payment Method: Online
- Please register online or by phone when paying with a credit card
- Payment Must Accompany Registration – Invoices are Not Provided
Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.