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Cross Sell & Upsell - Best Practices
- Balance Sheet Issues
- Income Statement Stagnation
- Profit Risk
- Effective marketing tools
- Propensity, Capacity, Correct Moment, & Right Product
Overview of the webinar
Showing Best Practice for cost-effective marketing with the Process of Identifying our best goals on who are the ideal targets with the correct product with the identifiable average balance to allow it to be profitable. Once we have decided on those items we need to create a plan to target Customers with propensity and capacity. With the decided upon plan, we want to have the ideal approach to reach those ideal customers. As the plan moves forward, we need to be honest with our review and management of the process to be able to improve upon it.
Who should attend?
- Chief Financial Officer
- Controller
- Chief Marketing Officer
Why should you attend?
Banks and Credit Unions face a great deal of hurdles in their present environment. Traditional marketing has a high cost of obtaining new customers and is very ineffective. With the majority of Customers/ Members being unprofitable along with Income Stagnation, many banks and credit unions face uneasy times and uncertainty on how to best meet their growth goals. Add in the high-profit risk most institutions are in the midst of, this webinar will shed light on how to use profitability knowledge to construct the best and most cost-effective marketing plans.
Faculty - Mr.Jeff Dwornicki
- Guru of Funds Transfer Pricing with Baker Hill Solutions, LLC
- More than 25 year’s background in financial analysis
- Manages all implementations of new financial institutions as they onboard for the profitability model for Baker Hill
- Background with General Ledgers and understanding Allocations within the model allow him to guide new clients to build the best model for their needs
- M.B.A. degree, Portland State University; B.A. degree, University of Puget Sound