All financial institutions have competitive advantages. Large financial institutions have convenience (i.e., lots of locations) and large marketing budgets along with a host of other real and perceived benefits. Small financial institutions often have a stronger connection to the local community, paired with the ability to know their members more fully.
Small financial institutions cannot win when they follow the lead of mega-banks in implementing service charges as well as adding complicated products and services. Given these differences, all financial institutions must maximize opportunities to go beyond their core and/or traditional advantages by providing more solutions to more people.
During this session, we will explore winning strategies to: (1) capitalize on your competitive advantages, (2) expand your market share, (3) monetize your member base and (4) effectively use data analytics.
Covered Topics
- Capitalize on your competitive advantages as a financial institution
- Expand your market share
- Monetize your member base
Who Should Attend?
This session is specifically geared for Marketing Executives; Chief Financial Officers; Retail Banking Executives and Operations Executives.
Date/Time
Topics
- Risk Management/Legal
- Operations
- Executive/Director
Roles
- Senior Management
- Consumer Lender/Retail Banker
- Marketing Officer/Business Development
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