MIND THE GAPS
How to stop customer demand from slipping through the cracks in their journey
Generating demand for new products, like mortgages, loans, new accounts, and financial advice takes a lot of resources. When that demand slips through gaps in your customer journey you aren’t just missing out on revenue: you’re impacting productivity.
The first defense against disappearing customer demand is putting the right expert in the right channel at the right time. But that’s not enough. You also need to make sure everyone’s ready for what comes next. In this webinar, Aaron Young, SVP Retail Operation from the Credit Union of Southern California, Jason Furer, Senior Vice President-Channel Distribution Strategy at WesBanco and Katherine Regnier, CEO of Coconut Software join Jim Marous from the Financial Brand to provide advice on identifying your biggest demand leaks – and plugging them fast – using the right mix of people, processes, and tech.
What You’ll Learn
1
What are the biggest leaks at the top of the funnel (and how to address them)
2
How to make the most of every opportunity (and to ensure your staff is prepared)
3
The best follow-up strategies to increase customer lifetime value
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