Transitioning Field-Based Sales into the Digital Age

Recorded On: 04/28/2020

PRESENTER(S):

Sarah Welch, Director, Digital First Banking Division, Novantas
Darryl Demos, Executive Vice President, GM of Solutions, Novantas
Andrew Hovet, Director, Distribution and Sales Management, Novantas

ABOUT THE WEBINAR:

COVID-19 has added a significant degree of organizational complexity for banks, from shelter-in-place decrees, to the CARES Act, and a near zero rate environment. In addition to grappling with a remote workforce and maintaining branch operations with significant staff challenges, banks also have to figure out how to handle digital origination and build a new process for business loans. While nobody is certain how long this disruptive period will last, there’s no question these extremes will accelerate the consumer shift to digital channels for all banking activity.

The question is: how should branch-based workforces be re-tooled to adjust to the new reality?

Join Novantas for a discussion about what can be done right now to navigate the changing landscape successfully. During this session, we’ll share feedback from a variety of banks collected in a recent Novantas survey on remote working; discuss how to transition your field-based sales teams to a remote team that drives customer relationship value; and, review post-crisis implications.

THIS WEBINAR WILL COVER:

Highlights from recent Novantas surveys detailing how banks are leveraging their workforce during this challenging time.
The weekly, market-based metrics that will help you and your teams better understand customer needs and demand at a local level.
How to use mobile, geolocation data to support network and workforce planning decisions.
An open discussion on the future of workforce management.

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Sarah Welch

Director, Digital First Banking Division, Novantas

Sarah is a Director and leader of the Digital First Banking Division at Novantas. In her role, Sarah works closely with marketing and product executives across the industry to develop distinctive value propositions, improve marketing analytics, and drive the alignment of cross-bank communications around the customers.

Darryl Demos

Executive Vice President, GM of Solutions, Novantas

Darryl is an Executive Vice President and leads the Analytical Solutions business unit at Novantas. In his role Darryl provides strategic and tactical leadership over Novantas software and data initiatives. He oversees all engineering, product management, sales and client services functions that support more than 50 banks across the globe who utilized Novantas technology and data services.

Andrew Hovet

Director, Distribution and Sales Management, Novantas

Andrew is a Director and leads the Distribution and Sales Management Advisory practice at Novantas. In his role, Andrew supports clients with their distribution network challenges – balancing the traditional focus on physical distribution with the importance of leading digital capabilities in the face of changing customer preferences.