MAKING MULTI-CHANNEL WORK

New distribution strategies will be needed as banking customers shift more shopping and purchase activity away from the branch.

Leveraging the Contact Center
for Retail Sales Growth

Canadian Multi-Channel Survey:
How Consumers are Changing the Market

Retail Staffing Innovations
for Branch Sales Productivity

More Coach Seats Needed for Retail Sales

May 2013

Affluent customers can‘t pay for the entire flight; instead, a high-volume sales effort to mass market consumers is critical in covering the fixed costs of retail banking.

As seen in BAI Banking Strategies

Talking Up Sales in the Contact Center

April 2013

The contact center has become the first line of defense in ensuring that a sale lost to the branch does not become a sale lost to the bank altogether.

Rolling up the Sleeves for 2013

March 2013

The slow recovery will force banks to deal with branch overcapacity and changing business models — and hunt more aggressively and intelligently for revenue growth.

Upcoming Webinar

Webinar: How to Replace Lost Branch Sales with Phone Sales

How can you sell more with fewer customers in the branch? Many banks have had success expanding their contact center from a reactive channel to a substantial revenue generator. Learn more.

Bank Investment Consultant — Wealth Management Presents Opportunity for Banks, But Also Stiff Competition

13th May 2013

"This is all about stealing share now. It's not about telling people to bring money from your mattress," says Wayne Cutler, who runs the wealth management practice at Novantas, a consulting firm.

American Banker — More Banks Plan to Add, Not Subtract, Branches

9th May 2013

Many banks are trapped in expensive leases that have been renegotiated to 20-year terms or they have renovated a branch and amortized the cost over five to 10 years and would have to take a financial hit, says Kevin Travis, a managing director at the consulting firm Novantas.