PRESENTER(S):
Andrew Hovet, Director – Network Transformation | Novantas
Alex Lee, Director – Network Transformation | Novantas
ABOUT THE WEBINAR:
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.
THIS WEBINAR WILL COVER How to:
TOP 3 BENEFITS TO ATTENDEES:
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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 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.