Branch Strategy Forum Presentations
Forum speakers prepare presentations in order to keep the discussion focused. Global Concepts compiles all presentations in booklets, which are distributed to audience members at the first session of the meeting. Presentation booklets reduce the amount of time that attendees spend taking notes and free them to participate fully in the discussion. The presentation slides are listed below and are available to members of the Branch Strategy Forum. Used in conjunction with meeting summaries, the slide presentations provide an overview of each session.
Members of the Branch Strategy Forum may access the following presentations; simply log-in on the menu to the left using your client id and password.
| Select Year: |
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| 2008 January/February Branch Strategy Forum |
| Recruitment & Onboarding Strategies for New Hires: Challenges of a Changing Environment |
| Speakers: |
Sangeeta Doss, Vice President, Recruitment Strategy, Wells Fargo
Jim DeLapa, President, Kiran Consulting Group |
| File: |
Recruitment & Onboarding Strategies for New Hires: Challenges of a Changing Environment |
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| Translating Sales & Customer Experience Strategy into the Right Behaviors & Activities |
| Speaker: |
Marcia Petersen, Chief Learning Officer, Citizens Financial Group |
| File: |
Translating Sales & Customer Experience Strategy into the Right Behaviors & Activities |
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| Attacking Customer Attrition: Making the Link Between Market Research & Delivery of Real Change |
| Speaker: |
Kristen Deevers, Customer Experience Research Manager, National City Bank |
| File: |
Attacking Customer Attrition: Making the Link Between Market Research & Delivery of Real Change |
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| De Novo Branch Profitability: Getting There Faster & Smarter |
| Speakers: |
Dawn Morris, Vice President, Branch Strategy, RBC Centura
Robert Podlogar, National De Novo Channel Manager, Key Bank
Third Panelist TBD |
| File: |
De Novo Branch Profitability: Getting There Faster & Smarter |
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| Product Bundling Strategies fpr Acquisition, Cross-Sell and Loyalty |
| Speakers: |
Jamie Twiss, Associate Principal, McKinsey & Company
Antoine Goupil, Packages & Relationship Marketing Manager, Societe Generale |
| File: |
Product Bundling Strategies fpr Acquisition, Cross-Sell and Loyalty |
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| Striving for Paperless Banking |
| Speaker: |
Bob Kee, Process Design Executive for Electronification of Paper, Bank of America |
| File: |
Striving for Paperless Banking |
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| Online Sales & Customer Experience Strategies |
| Speaker: |
Patrick Smith, Senior Vice President, Internet Distribution Strategy, Wachovia |
| File: |
Online Sales & Customer Experience Strategies |
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| Retail Banking Strategy.... Without Relying on a Branch Network |
| Speaker: |
Mark Deep, Head of Marketing, ING DIRECT Canada |
| File: |
Retail Banking Strategy.... Without Relying on a Branch Network |
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| 2008 June Branch Strategy Forum |
| Driving Channel Usability and Profitability |
| Speaker: |
Narciso Perales Dominique, Head of Business Development, Bankinter (Spain) |
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| Leveraging One Channel to Drive Results in Another: Successfully Turning Branch-Originated Leads into Proactive Outbound Sales Calls |
| Speaker: |
Steve Nixon, Center Manager, Eastern Canada, RBC Financial |
| File: |
Leveraging One Channel to Drive Results in Another: Successfully Turning Branch-Originated Leads into Proactive Outbound Sales Calls |
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| Challenges of Regulation: How Red Flags Rules Will Impact Bank Branches |
| Speaker: |
Kristine Regele, Senior Compliance Analyst, ChoicePoint |
| File: |
Challenges of Regulation: How Red Flags Rules Will Impact Bank Branches |
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| Leveraging Teller Cash Recycling to Improve Branch Efficiency and Customer Service |
| Speakers: |
John Charles Thompson, Executive Vice President, BB&T
Nathan Derr, Vice President, Marketing, Wittenbach Business Systems |
| File: |
Leveraging Teller Cash Recycling to Improve Branch Efficiency and Customer Service |
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| Harnesssing Technology to Enhance Customer Service & the Community Connection |
| Speaker: |
Lani Hayward, Executive Vice President, Creative Strategies, Umpqua Bank |
| File: |
Harnesssing Technology to Enhance Customer Service & the Community Connection |
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| Serving the Underbanked: How Can Branches Migrate Underbanked Customers to More Bank Products? |
| Speaker: |
Jennifer Tescher, Director, Center for Financial Services Innovation |
| File: |
Serving the Underbanked: How Can Branches Migrate Underbanked Customers to More Bank Products? |
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| Deconstructing Social Lending: What Does it Mean for Financial Institutions and Retail Delivery? |
| Speaker: |
Scott Pitts, Managing Director, ZOPA USA |
| File: |
Deconstructing Social Lending: What Does it Mean for Financial Institutions and Retail Delivery? |
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| Next Generation of Serving Small Business Customers in the Branch |
| Speaker: |
Tim Mills, Senior Expert, Global Concepts |
| File: |
Next Generation of Serving Small Business Customers in the Branch |
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| 2008 October Branch Strategy Forum |
| Strategies for Building a Successful Customer Experience Management Program |
| Speaker: |
Kim Pugh, Senior Vice President, Wells Fargo |
| File: |
Strategies for Building a Successful Customer Experience Management Program |
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| What Do Customers Really Want: Leveraging the Voice of the Customer to Influence Service Delivery |
| Speaker: |
Lucy Hoffa, First Vice President, WaMu |
| File: |
What Do Customers Really Want: Leveraging the Voice of the Customer to Influence Service Delivery |
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| Incorporating Customer Service into Incentive Planning: Strategies for Influencing Employee Behavior |
| Speaker: |
Matt Martin, Vice President, Huntington Bank |
| File: |
Incorporating Customer Service into Incentive Planning: Strategies for Influencing Employee Behavior |
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| Panel: Challenges of Selling Retail Mortgages in Today's Market |
| Speakers: |
Greg Williams, Group Vice President, SunTrust
Logan Pichel, Residential Mortgage National Production Manager, Regions Bank
Scott Enders, Vice President, Fifth Third
Steven Reider, Moderator, President, Bancography |
| File: |
Panel: Challenges of Selling Retail Mortgages in Today's Market |
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| Empowering Branches to Capture Market Share: Leveraging Micromarketing Techniques |
| Speaker: |
Manuel Chinea, Senior Vice President , Banco Popular |
| File: |
Empowering Branches to Capture Market Share: Leveraging Micromarketing Techniques |
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| Fostering a Customer-Centric Branch Environment: What Big Banks Can Learn from Small Banks |
| Speakers: |
Jonathan King, Associate Principal, McKinsey & Company
Stacey Madge, Principal, McKinsey & Company |
| File: |
Fostering a Customer-Centric Branch Environment: What Big Banks Can Learn from Small Banks |
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| Making Mobile Banking Pay: Transforming Mobile Banking into Net Profit Channel |
| Speaker: |
Serge van Dam, Head of Marketing, M-Com |
| File: |
Making Mobile Banking Pay: Transforming Mobile Banking into Net Profit Channel |
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| Differentiation Through Green Marketing: Strategies for Growing Deposits & Increasing Environmental Awareness |
| Speaker: |
Ada Leung, Assistant Vice President, HSBC |
| File: |
Differentiation Through Green Marketing: Strategies for Growing Deposits & Increasing Environmental Awareness |
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