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    Launching an Outbound Call Center

    Wednesday, October 25, 2017 - 2:00 PM - 3:30 PM ET
    All participants will receive a complimentary 2-part Toolkit, which includes the following items: “GON Assessment” Lead Sourcing Strategy Discussion Guide; and, Lead Sources Starter Handout

    Banking a Professional: The Best Products & Services for MDs, JDs, & CPAs

    Monday, October 30, 2017 - 1:00 PM - 2:30 PM ET

    This is a rebroadcast of a session that was recorded on the 6th of July 2016. 

    This webinar will provide the Banker with a strong background in banking for the medical, legal, and accounting professional. The webinar will address the three most important issues in providing bank products and services to these professionals including Marketing to the practice, Financing the practice, and Managing the relationship.

    The marketing section will cover “targeting” the bank’s products/services to fulfill the banking needs of doctors (MDs, dentists, optometrists), attorneys, and CPAs. The “mind-set” of these practitioners will also be reviewed.

    The financing section will include typical bank “lending” and “deposit services” and effective “credit underwriting” of the professional practice including financial statement and cash flow analyses.

    The relationship management section will explore ways to more effectively work with the professional, from a “psychological” standpoint, and better interact with their office manager and staff.

    Case studies will be utilized throughout the webinar to reinforce the concepts.  

    GET REAL: Managing Communication in a Crisis & Protecting Your Brand

    Thursday, November 9, 2017 - 2:00 PM - 3:30 PM ET
    The focus of this webinar is crisis management communications. This session will help your Institution assess strategies for an effective, proactive communication program.

    Effective Customer Contact Strategies

    Tuesday, January 9, 2018 - 11:00 AM - 12:30 PM ET
    Learn how to take advantage of every encounter and each contact with your account holders to strengthen the customer relationship. Use technology and online services to maximize the customer experience and increase your profitability per account.

    GET RELEVANT: Cultivating & Maintaining a Healthy Media Presence

    Thursday, January 11, 2018 - 2:00 PM - 3:30 PM ET
    This webinar will help your Financial Institution develop effective and targeted communications and media relation strategies that are tailored to your community and stakeholders.