CBA Webinars

CBA Team Contact

Jake Fowler
jfowler@consumerbankers.com
202-552-6377

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  • The Role Revolution: Staffing the Branch in a Digital World

    Contains 1 Component(s) Recorded On: 04/28/2016

    What started as role evolution in bank branches - universal roles as a bridge between tellers and sales staff to recapture stranded capacity - is now turning into a revolution.

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    PRESENTER:

    Dale Johnson, Director of Workforce Productivity, Novantas
    Robert Griffin, Director, Novantas, Inc.

    ABOUT THE WEBINAR:

    What started as role evolution in bank branches - universal roles as a bridge between tellers and sales staff to recapture stranded capacity - is now turning into a revolution. Just as you are likely struggling with optimizing the use and deployment of universals, the entire field role structure is in flux as the digitally oriented customer continues to impact how you use your branches, and, of course, the people in and around them. Join Novantas as we explore "The Role Revolution" in retail banking, the purpose of the branch in the next 5 years, and key transition milestones for banks.

    THIS WEBINAR WILL COVER:

    1. How universal bankers will be deployed in the near-term and what the long-term staffing model will look like
    2. Where and how specialized sales forces will be considered in the branch network
    3. How workforce analytics need to evolve to support the new purpose of the branch

    Dale Johnson

    Director, Data Information Services, Novantas

    Dale is a Director at Novantas where he leads the Workforce Productivity practice in the retail banking industry. Dale brings over 20 years of experience working with financial institutions to help banks develop strategies and analytical tools to maximize the return from their branch, specialty sales and contact center workforces. His areas of focus include improving productivity of sales and service across branches and contact centers, re-engineering practices/processes, redesigning operating models to optimize organizational roles and responsibilities, and building winning performance management strategies and tools. Dale has worked extensively with the top 20 retail banks in the U.S., many regional and community banks in the U.S., and top financial institutions in Canada, Australia and the UK. 

    Robert Griffin

    Managing Director, Novantas,

    Robert Griffin is a Managing Director at Novantas, Inc., in the Marketing, Distribution Strategy Business Unit. His primary areas of focus are sales management, sales model design and customer experience design across the Consumer, Wealth, Small Business and Commercial lines-of-business. Robert has demonstrated success in accelerating sales and profit growth and improving competitiveness through the application of proven sales strategies and models at leading banking institutions. He brings more than 15 years experience in the financial services industry. Robert received an undergraduate degree from Georgetown University and an MBA from The University of Notre Dame.

  • Winning the Auto Finance Game with Advanced Analytics

    Contains 1 Component(s) Recorded On: 04/14/2016

    The auto industry has awakened to the need for advanced customer analytics. Industry leaders recognize they may be leaving huge profits on the table due to inefficient, highly fragmented marketing investments.

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    PRESENTERS:

    Tim Hamill, Industry Strategist for Auto Lending, Earnix
    David Davtian, Senior Professional Services Consultant, Earnix

    ABOUT THE WEBINAR:

    The auto industry has awakened to the need for advanced customer analytics. Industry leaders recognize they may be leaving huge profits on the table due to inefficient, highly fragmented marketing investments.

    Given the auto industry's staggering sales volume, narrow profit margins and numerous opportunities to adjust the terms of sales transactions, an integrated customer analytics framework is required to track, evaluate and steer marketing investments to improve yield for auto manufacturers, dealers and finance companies.

    This educational webinar provides a birds-eye view of how automotive companies, captive and indirect lenders can leverage emerging data sources, advanced data analytics and real-time decision engines to improve market share and increase profits.

    Through a detailed discussion and actual case examples, this webinar will demonstrate the increase in revenues and transformation of customer experience auto finance lenders can expect from adopting an integrated customer analytic framework.

    If you are responsible for pricing, marketing or sales for a major auto finance lender, captive or indirect, this webinar will provide much needed insights for developing your future product, pricing and sales strategies.

    THIS WEBINAR WILL COVER:

    1. How the auto industry is applying advanced analytics to improve the yield on their marketing investments
    2. How pricing analytic techniques can measure and predict consumer and dealer reaction to pricing changes
    3. Where and how auto finance companies fit into this picture
    4. Immediate steps that can be taken to improve the volume and profitability of your lending activities

    TOP 3 BENEFITS TO ATTENDEES:

    1. An improved understanding of where and how auto finance companies fit into the transforming sales and marketing picture within the auto industry
    2. Identification of new ways that auto lenders can improve sales using advanced analytics
    3. An advanced view of where the auto industry is headed and how auto lenders can leverage this information to improve their longer term position within the industry

    Timothy Hamill

    Industry Strategist for Auto Lending, Earnix

    Tim is considered an expert in one-to-one marketing for the automotive, financial services and telecommunications industries and has worked with global leaders such as AT&T, Citi, General Motors, Ford Motor Company and Hyundai to name a few.

    He has over 30 years of experience in general management, strategic planning, analytics and marketing technology and he has a big picture understanding of how to build integrated customer experiences across marketing channels. Tim has held senior management positions at Acxiom Corporation, Performance Marketing Consultants, LLC, Wunderman Worldwide, Total Response, Inc. and Bozell Worldwide.

    David Davtian

    Senior Professional Services Consultant, Earnix

    David is a pricing and analytics expert, with over 15 years of pricing experience in a variety of industries including retail, CPG and financial services. David has exceptional analytics and modelling skills, as well as an expertise in delivering superior pricing solutions to clients.

    Before joining Earnix, David served as the Divisional Vice President of Pricing at Sears Holding Corp. Prior to Sears, David was Senior Director of Science and Analytics for Model N, a revenue management solutions company for Life Sciences and Technology industries. He also formerly served as the Director of Research and Analytics at Nomis Solutions, and Director of Econometric Modeling at DemandTec (an IBM company). David holds an MBA from the American University of Armenia, an MS in statistics from University of Maryland, and an MS in Physics from Yerevan State University.

  • Nine Insights That May Surprise the Most Seasoned Banker

    Contains 1 Component(s) Recorded On: 02/18/2016

    US Consumers are a fickle bunch, particularly when it comes to financial services (banking, auto loans, credit cards, even alternative lending). FICO recently completed a study of these consumers and has uncovered some fascinating insights.

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    PRESENTER:

    Joshua Schnoll, Senior Director of Product Marketing for FICO

    ABOUT THE WEBINAR:

    US Consumers are a fickle bunch, particularly when it comes to financial services (banking, auto loans, credit cards, even alternative lending). FICO recently completed a study of these consumers and has uncovered some fascinating insights:

    • How much are consumers using alternative lending providers today, and how much of a threat to traditional banks do they pose?
    • What makes consumers switch banks? What are they saying about you to friends and family?
    • Do consumers think credit cards will be around in 5 years? If not, why?
    • How do customers want you to communicate with them (direct mail, E-mail, Mobile Apps, Text)?

    THIS WEBINAR WILL COVER:

    1. Consumer Behavior Study
    2. Changing Market - Impact of Alternative Lenders
    3. How Consumers Want to be Communicated To

    TOP 3 BENEFITS TO ATTENDEES:

    1. Attendees will receive study report
    2. Learn how to increase competitiveness in market
    3. Learn how to take proactive steps towards growth and customer engagement

    Joshua Schnoll

    Senior Director of Product Marketing, FICO

    Joshua Schnoll is Senior Director of Product Marketing for FICO. He focuses on FICO's customer lifecycle products (Originations and Customer Management), Marketing Automation, and Mobile Solutions across the financial services, retail and healthcare industries. Previous to joining FICO in 2013, he worked at Microsoft and Sun Microsystems. Joshua holds a B.A. from Pomona College and an MBA from UCLA.