September 25-29, 2023 - Fluno Center for Executive Education, Madison, WI
Bank marketing has undergone radical changes in the past several decades and the financial services sales process has experienced a similar transformation. Both have been influenced by one thing more than any other—the customer’s behavior. Because the customer is more knowledgeable, has more tools at their disposal, and is in greater control, marketing and sales must collaborate more effectively than ever before if the bank expects to sustain long-term growth and profitability.
This popular school from the Graduate School of Banking includes a mix of lectures, small group exercises, and individualized application sessions to incorporate practical, hands-on content. The program’s curriculum features two core areas of study—the business of banking and sales and marketing management:
BUSINESS OF BANKING CURRICULUM
• Introduction to the Business of Banking
• Bank Performance Analysis
• Regulatory Environment
• The Future of Community Banking
SALES & MARKETING CURRICULUM
• Sales & Marketing Planning
• Sales Management & Coaching
• Performance Metrics & Goal Setting
• Customer Information Management
• Sales & Relationship Building Skills
• Sales & Marketing Budgeting and ROI
• Content Marketing
• Acquisition Strategies
• Staff Development & Employee Engagement
Who Should Attend
Veteran marketing/sales officers, as well as those newly promoted or new to banking, will benefit from this powerful program. Community bank CEOs, regional sales managers, retail managers, and business banking professionals also gain a better understanding of the marketing and sales synergies needed to be competitive.
If your bank chooses to send multiple students, you will receive a rebate of $350 per additional registration – that’s essentially a free registration fee for second and subsequent registrations and will be paid at the conclusion of the school in the form of a rebate.
Enrollment Deadline: August 25