As fewer customers conduct business in a physical retail banking branch, it’s more difficult than ever for financial organizations to maintain effective customer connections and still have some selling opportunities. However, with more profound insights into selling activity, these organizations gain a better understanding of customer needs as well as where their business processes may be falling short. Investing in a data-driven approach to analytics can drive growth. 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.
Who: Eric Esfahanian, General Manager, Gryphon
Morgan Cambern, SVP and Director of Retail Operations, Belmont Savings Bank
What: “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 critical considerations around creating and utilizing cost-effective platforms, as well as how to build business while allowing your organization to improve operational and administrative efficiency and productivity.
When: October 5, 2016; 2:25 p.m. CST
Where: BAI BEACON 16
McCormick Place, West Building
Gain More Knowledge: Gryphon Sales Intelligence Demo
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.