Webinar | Stop Selling and Start Advising to Win the Battle for Deposits
Why does advice matter?
Customers say that advice is what makes a bank stand out from the crowd, but J.D. Power’s research showed that 79% of banking customers never received it and 89% said whatever advice they got did not fully meet their needs.
What you can expect to learn
- Gain valuable insights on the guidance that your customers find valuable.
- Discover strategies to establish a robust advice and guidance capability across your bank.
- Learn how empowering frontline staff can lead to increased engagement with your customers.
- Explore ways to measure the success of your financial advice and guidance efforts and drive ROI.
Date & time
Wednesday, May 24, 2023 | 11:00 am Pacific Time
Duration: 1 hour
Sr. Director, Banking and
VP, Financial Services