CBA Webinars

CBA Team Contact

Jake Fowler

The Science of Goaling



Andrew Hovet, Director – Network Transformation | Novantas

Alex Lee, Director – Network Transformation | Novantas


Setting goals for your branches isn’t getting any easier. The ability to push the right branches for growth while ensuring you don’t over burden other branches is a fine mix of art and science – as is getting the field to embrace the goals.

The key is to be realistic.

Best-in-class goaling processes use data to set goals based on what branches are capable of achieving. By factoring in drivers like market opportunity, local market investments, and brand appeal, banks can more accurately predict sales and thus set more realistic targets.

Join Novantas experts as they explore the key dimensions for practical goal setting, highlighting new data and metrics you need to improve the science behind your goaling process, and how to roll them out effectively across your network.


  1. Identify misalignments of performance relative to opportunity in your network and prioritize investments towards the areas that will get you the most growth
  2. Create fair and responsible sales targets that can increase employee productivity
  3. Account for structural advantages and market performance norms to avoid leaving money on the table


  1. Understand the value of calibrating goals relative to peer benchmarks
  2. Insights into data and approaches that will enhance your goaling process
  3. Identify additional use cases for opportunity analytics to support workforce management

Have you created an account yet? If you haven't logged in to the CBA registration site before, please click the Create Account button to set up your profile.  This allows the site to recommend programs of interest to you.

Andrew Hovet

Director, Network Transformation at Novantas

Andrew has more than 25 years of experience in the financial services industry working for both banks and advisory firms. At Novantas, Andrew assists 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. Additionally, Andrew helps clients define and execute strategies to optimize their sales performance.  Andrew has a B.S. in Applied and Engineering Physics from Cornell University.

Alex Lee

Director, Network Transformation at Novantas

Alex is a Director and leader Network Transformation business. In his role he provides product management and project oversight on client delivery across four network solutions products: StrataScape (Network Planning), SalesScape (Sales Benchmarking, US and CA), Goaling Analytics, and BankChoice Monitor (Shopper Research). He has spent the majority of his 12 years at Novantas supporting engagements focused on distribution strategy, across both physical and non-physical investment levers. 


09/11/2019 at 2:00 PM (EDT)  |  Recorded On: 09/13/2019
09/11/2019 at 2:00 PM (EDT)  |  Recorded On: 09/13/2019 Please click the button to the right to join the webinar.