CBA Webinars

CBA Team Contact

Maren Colon
mcolon@consumerbankers.com
202-552-6394

Streamlining Disclosures to Unleash Productivity and Creativity

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PRESENTER(S):

  • Nicole Wojtalewicz Managing Director, Marketing Operations @ First National Bank of Omaha
  • Cori Swanson Senior Manager, Strategic Implementation @ First National Bank of Omaha
  • Rab Govil CEO @ Naehas

 

ABOUT THE WEBINAR:

As the scale and complexity of disclosures and offers continue to grow, direct marketing becomes more targeted, resulting in increased cycle time. First National Bank of Omaha realized they needed to re-engineer their manual disclosure management process, eliminate errors and risk, and reduce cycle time.

Join us as Nicole Wojtalewicz and Cori Swanson discuss how a one-month implementation revolutionized their disclosure process and changed their lives. With the help of Naehas, they saved 100% of disclosure agency costs, reduced cycle time from three weeks to one day, and eliminated most legal reviews.

  

THIS WEBINAR WILL COVER:

  1. The problem of managing complex disclosures as direct marketing becomes more targeted
  2. The solution of re-engineering an error-prone manual process to fully automate disclosures within ONE month
  3. The results that senior leadership experienced once disclosures were fully automated

  

TOP 3 BENEFITS TO ATTENDEES: (What will you learn)

  1. How to save 100% agency costs, eliminate compliance error, and implement change management within ONE day
  2. Provide an understanding of how to re-engineer your marketing process
  3. Gain insights on how you can leverage the same experiences to execute changes, like Prime Rate, within ONE day across all channels



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Nicole Wojtalewicz

Managing Director, Marketing Operations @ First National Bank of Omaha

Ms. Wojtalewicz is a 14-year FNBO employee, spent most of her career in Marketing Strategy for the Bank Card line of business. She is currently running all channels of Marketing Operations.

Cori Swanson

Senior Manager, Strategic Implementation @ First National Bank of Omaha

Ms. Swanson uses her 20 years of managing customer call center and analytics teams, and product management to understand Marketing Operations processes and develop creative, new ways to do business.

Rab Govil

Chief Executive Officer

Rab Govil is a recognized thought leader in omni-channel marketing. Under Rab’s leadership, Naehas has successfully deployed its platform at the largest companies in financial services and telecom, allowing them to deliver better customer experiences and grow sales through relevant marketing. Prior to Naehas, Rab served as CEO of Nimblefish, a leading provider of direct marketing software to top global companies which was acquired by RR Donnelly.

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Webinar
03/14/2019 at 2:00 PM (EDT)   |  60 minutes
03/14/2019 at 2:00 PM (EDT)   |  60 minutes Please click the button to the right to join the webinar.