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    From Cross-selling to Value-selling in the Digital Channel: Presentment Excellence for Community Banks and Credit Unions

    Wednesday, March 28, 2018 - 11:00 AM - 12:30 PM ET
    $249.00
    *
    Most banks think of their digital channels as a process improvement or cost-cutting opportunity, when it represents an opportunity to acquire new customers, reduce single product holdings and deepen engagement. In this session we address bundling design, choice architecture and other presentment strategies to turn bank websites and mobile apps into effective touch points that attract, retain and cross-sell customers.

    Overview

    Most banks think of their digital channels as a process improvement or cost-cutting opportunity, when it represents an opportunity to acquire new customers, reduce single product holdings and deepen engagement. In this session we address bundling design, choice architecture and other presentment strategies to turn bank websites and mobile apps into effective touch points that attract, retain and cross-sell customers. 

    Covered Topics

    Who Should Attend? 

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    Overview

    Most banks think of their digital channels as a process improvement or cost-cutting opportunity, when it represents an opportunity to acquire new customers, reduce single product holdings and deepen engagement. In this session we address bundling design, choice architecture and other presentment strategies to turn bank websites and mobile apps into effective touch points that attract, retain and cross-sell customers. 

    Covered Topics

    Who Should Attend? 

    Presenter:

    Matthew Jackson

    Matthew Jackson, CFA is a director at pricing consultancy Simon-Kucher & Partners. Matthew's pricing work includes projects for RIAs, robo-advisers, direct brokerages and private banks.  Matthew has a Master's Degree in classics from the University of Oxford.