Perfecting And Executing Your Financial Services Digital Sales Strategy

Marketing And Strategy Workshop

Monday, June 25, 2012New York, NY
  • Monday June 25

    • 09:00 AM - 09:30 AM

      Breakfast Reception
    • 09:30 AM - 09:45 AM

      Welcome And Introductions
    • 09:45 AM - 10:30 AM

      The State Of Digital Sales: Retail Banking, Cards, Lending, Investments, And Insurance
      • Sales trends: financial product research and application channel data
      • Digital-influenced sales: online researchers who turn into offline sales
      • Sales journey insights: data insights on the sales funnel for financial products
    • 10:30 AM - 10:45 AM

      Break
    • 10:45 AM - 12:00 PM

      The State Of Digital Sales (Continued)
      • The merchandising imperative: the art and science of selling
      • Account-opening automation best practices
      • New customer onboarding: channel strategy and best practices
    • 12:00 PM - 01:00 PM

      Lunch
    • 01:00 PM - 02:30 PM

      Exercise: Rapid-Fire Web And Mobile Sales Website Reviews

      Real-time review of attendee, competitor, or best practice websites: We review the sites of bold attendees to dissect best practices and opportunities across the sales sites covering navigation, presentation, content, tools, and applications.

    • 02:30 PM - 02:45 PM

      Break
    • 02:45 PM - 04:00 PM

      Networking Exercise: Group Discussion And Best Practice Sharing

      Using a speed-dating format, attendees have a chance to speak to each other about current initiatives, obstacles, opportunities, and best practices at work in their organization.

    • 04:00 PM - 04:30 PM

      Wrap-Up And Next Steps