As fewer customers conduct business in a physical branch, it’s more difficult than ever for financial organizations to maintain effective customer connections and selling opportunities. However, with deeper insights into selling activity, these organizations gain a better understanding of customer needs as well as where their business processes may be falling short. Esfahanian and Cambern will examine how financial institutions can leverage these insights to close that gap via data-driven approaches to business development, customer service, and operational efficiency.
Eric Esfahanian, General Manager, Gryphon
Morgan Cambern, SVP and Director of Retail Operations, Belmont Savings Bank
“Using Analytics to Drive New Business for Small Business”
Top-performing companies understand the value of data analytics and how it creates opportunities for growth and profitability. By optimizing data analytics and business intelligence, financial services organizations gain a better view of customers’ needs,
allowing them to deploy a variety of solutions that are more aligned to client behavior and needs. This session will break down key considerations around creating and utilizing cost-effective platforms to build new business while allowing your organization to improve operational and administrative efficiency and productivity
October 5, 2016; 2:25 p.m. CST
BAI BEACON 16
McCormick Place, West Building
About Belmont Savings Bank
Belmont Savings Bank is a $2.75 billion, full-service Massachusetts savings bank dedicated to quality, convenience, and personalized service. The bank builds on a proud history of financial strength and a tradition of active involvement in the community. Belmont Savings Bank provides a full range of banking services for professional commercial real estate investors, developers and managers as well as individuals and local small business owners through two full-service offices in Belmont, one full-service office in Watertown, and three full-service Star Market branches in Waltham, Newton, and Cambridge.
About Gryphon Networks
Gryphon Networks provides cloud-based technology and systems that automatically capture, control, and visualize sales and marketing activity from any device to improve management effectiveness and reduce risk. More than a dozen Fortune 100 clients, including some of the largest banks, brokerage, insurance, and consumer services firms, are among Gryphon’s 300+ clients in North America.