Novantas Presentation

Relationship Credit

Event: BAI Retail Delivery 2010
Location: Mandalay Bay Convention Center, Las Vegas, NV
Date: Oct 19-21 2010
Time: TBD
Speaker: Hank Israel, Partner

Out with the old and in with the new? Well, not necessarily. In our RETAILUTION, we’ll combine traditional sales techniques with new thoughts and technologies that will help you add value to your customers, while meeting your organization’s goals and objectives.

In this Summit, we’ll focus on critical insights that can help you build a sales force that is focused on creating relationships, generating the customer value and new opportunities for your organization. We’ll highlight new tools and insights around business development and sales management, as well as new technologies to measure your success.

With an emphasis on productivity and dashboards/metrics in sales management, content focus areas may include:

• Relationship selling
• Workforce optimization
• Selling in a new compliance and regulatory environment
• Social networking and sales
• New technology to increase effectiveness
• Tools to drive productivity
• Aligning marketing and sales more effectively

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Novantas Presentation

The Relationship Approach to Retail Loan Growth — Research and Panel Discussion

Event: BAI Retail Delivery 2010
Location: Mandalay Bay Convention Center, Las Vegas, NV
Date: Oct 19, 2010
Time: 8:00AM – 11:00AM
Speaker: Rick Spitler, Managing Partner

One of the biggest issues facing U.S. retail banks is the scarcity of asset growth potential in a market where consumers and small businesses continue to de-leverage. Winning retail banks will leverage their established customer relationships to drive loan growth at the expense of monoline providers that only focus on individual products. The best banks will develop bundled packages and products, and underwrite, price, and manage risk based on an understanding of the full relationship.

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Novantas Presentation

Rethinking Distribution Strategy in a Mobile, Multichannel World

Event: BAI Retail Delivery 2010
Location: Mandalay Bay Convention Center, Las Vegas, NV
Date: Oct 19, 2010
Time: 12:00PM – 1:00PM
Speaker: Kevin Travis, Partner

Banking organizations have important decisions to make about channel strategy, especially regarding the physical branch. Though still an anchor for customer relationships, the branch distribution system is experiencing declining transaction volume and is struggling with overcapacity and revenue challenges. Meanwhile, retail banking customers are becoming ever more comfortable with electronically enabled transactions and services, including mobile. Join a panel of industry experts to discuss:

• New research findings on changing consumer attitudes, behaviors and channel economics — including branch, web, phone and mobile
• Insights on how to streamline branch networks using electronic alternatives
• Distribution priorities for 2011

Register Now »