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Fly-Fishing Techniques for Sales Management


Wayne Cutler, Executive Vice President, Novantas
Tom Hall, EVP Wealth Management, Seacoast Wealth Management
Marc Vosen, President & CEO, Key Investment Services
John Jordan, Consumer Programs and Platforms Executive, Bank of America

As customer preferences continue to shift to alternative channels, a new branch model is emerging. With online and mobile channels available for convenient service, the focus of the branch is shifting largely to sales. To ensure high sales volume and quality, however, financial institutions will need a more robust analytical process to plan goals and deploy the right number and type of staff. In this discussion, we’ll investigate how wealth management groups can use innovative methods to enhance customer targeting and cross-sell opportunity; allocate the right number of advisors to branches across their footprint; and improve the precision of their goal-setting process.

For more information, contact Novantas Marketing

+1 (212) 901-2772

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