Speakers: Andrew Hovet – Managing Director /Steve Schaefer – Principal, Distribution and Sales
Competitive and environmental factors make it difficult for many financial institutions to achieve core customer growth and deeper relationships with existing customers. Performance objectives based on historical performance can overlook the untapped potential that may exist in the branch network. By leveraging dozens of inputs of market opportunity and the performance of more than 20,000 bank branches in our benchmarking, Curinos can analyze the market opportunity for each product and each branch in an institution’s branch network. These data-informed insights can help diagnose underperformance relative to opportunity and help refine sales goals.
In this webinar, Curinos experts cover:
- Approaches for calibrating local market opportunity product by product
- Frameworks for evaluating performance relative to branches that “look like mine”
- The benefits of leveraging analytics to establish branch sales goals, which can help achieve buy-in from branch staff (and to explain your goaling approach to regulators)
