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Jake Fowler

Improve Sales Effectiveness Through Omnichannel Offer Presentment

Recorded On: 11/17/2016



Frank Bria, VP of Digital Engagement


Customers are demanding more from their banks. Despite investments in digital customer experience, many banks are falling short of customers' high expectations, primarily because often fall short in delivering a true "win-win" value proposition for both the customer and the bank. Why is that? What prevents the banking industry from finally delivering on the decades-old vision of offering the right product to the right customer at the right time? How can you finally deliver the true omni-channel experience customers want rather than wasting money on a trendy technology investment that doesn't deliver ROI?


1. The 3 mistakes most banks make that keep them underperforming in customer acquisition
2. The 1 assumption you may be making that will keep your bank from being competitive in the next 3 - 5 years
3. Why the "conventional wisdom" around marketing segmentation is holding back the return on your technology investments


1. Learn how to stop your organizational structure from inhibiting your ability to deliver real value to your customer
2. Understand why "next best offer" technology often fails to deliver better offers than your front line sales staff
3. Gain insights to drive an effective omni-channel strategy that delivers value for the customer and the bank

Frank Bria

VP of Digital Engagement, Nomis Solutions

Frank Bria has more than 15 years of experience in the financial services sector involving data analysis, loss forecasting, marketing analytics, and technology process design supporting retail banking. Frank is one of the pioneers of price optimization in retail banking having conducted some of the first implementations and pilots in the industry. He also has experience in customer experience design including account opening, servicing, and collections processing. His specialty is using data and analytics to improve processes and deliver bottom-line results.

Frank's experience includes consulting for 9 of the top 10 retail banks in the United States as well as 5 of the top global 15. A former analyst for CEB TowerGroup covering analytics in the retail banking space, Frank has published a number of reports on price optimization, customer profitability, and customer experience. In previous positions, he designed software offerings in price optimization and loss mitigation analytics at Earnix, Cambio Technologies, Response Analytics and Khimetrics/SAP and provided technology and analytic support to a number of operational processes at Capital One.

The author of the book Seven Billion Banks, Frank has been a featured speaker and contributor at a number of industry conferences worldwide. Frank holds a Master of Science in mathematics from Purdue University and a Bachelor of Science in mathematics from Brigham Young University. He is a certified Six Sigma Black Belt.

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