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Transitioning Field-Based Sales into the Digital Age

Sarah Welch, Director, Digital First Banking Division, Novantas
Darryl Demos, Executive Vice President, GM of Solutions, Novantas
Andrew Hovet, Director, Distribution and Sales Management, Novantas

About the webinar:

COVID-19 has added a significant degree of organizational complexity for banks, from shelter-in-place decrees, to the CARES Act, and a near zero rate environment. In addition to grappling with a remote workforce and maintaining branch operations with significant staff challenges, banks also have to figure out how to handle digital origination and build a new process for business loans. While nobody is certain how long this disruptive period will last, there’s no question these extremes will accelerate the consumer shift to digital channels for all banking activity.

The question is: how should branch-based workforces be re-tooled to adjust to the new reality?

Join Novantas for a discussion about what can be done right now to navigate the changing landscape successfully. During this session, we’ll share feedback from a variety of banks collected in a recent Novantas survey on remote working; discuss how to transition your field-based sales teams to a remote team that drives customer relationship value; and, review post-crisis implications.

This webinar will cover:

  1. Highlights from recent Novantas surveys detailing how banks are leveraging their workforce during this challenging time.
  2. The weekly, market-based metrics that will help you and your teams better understand customer needs and demand at a local level.
  3. How to use mobile, geolocation data to support network and workforce planning decisions.
  4. An open discussion on the future of workforce management.

For more information, contact Novantas Marketing

+1 (212) 953-4444