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Session Description:
It’s an
exceptionally trying operating
environment for retail bankers.
Financial institutions are reeling from
the sub-prime fall-out, a housing market
recession, narrowed margins and stiff
competition on several fronts. At the
same time, technological advances have
made communicating with customers over
multiple channels faster and easier for
the consumer, but in reality making it
far more difficult for the bank to
manage. More than ever, consumers are
taking advantage of freely available
information tools that empower
decision-making and shift the balance of
knowledge in their favor.
For many companies, deposit growth from
customer acquisition and retention
numbers are moving in the wrong
direction, with little likelihood that
things will improve on their own anytime
soon. As a result, margins are
razor-thin, with profitability
threatened as never before.
Depending on one’s perspective, this
state of affairs is either a challenge
or an opportunity.
This seminar examines recent loan and
deposit market trends affecting
profitability in the retail banking
industry and offers 10 Best Practices
Steps for Meeting your 2008 Deposit
Growth Goals. The strategies and tactics
are based on Best Practices ranging from
Acquisition/Onboarding/Cross-sell
Marketing to Marketing Optimization to
Front-line Implementation including
Sales Priority, Incentives, Front-line
Systems and Consistent Corporate Focus
with Dedicated Senior Deposit
Management.
This session is appropriate for senior
financial executives with responsibility
for Deposit, Onboarding and Loan
Acquisition, Retail Branch Management,
Marketing, Product Management, Direct
Marketing, Ecommerce, Marketing
Research, and Strategy groups.
About Frank Noyes:
Frank is a Vice President of Harte-Hanks,
and a trusted Financial Markets Advisor
to key financial services companies in
the United States. In this role, he is
responsible for consulting with
financial services clients on CRM
database, direct marketing and program
solutions to optimize ROI for customer
relationship programs.
For the past 10 years, Frank has been at
the forefront of Harte-Hanks' new
product introductions to the
marketplace, focusing in the areas of
customer data integration, multi-channel
integrated marketing programs and
campaign management solutions.
Frank has been a speaker at numerous
meetings and seminars, presenting last
at the annual Harte-Hanks Client Forum,
OnsiteConference and the annual Direct
Marketing Association (DMA) flagship
conference.
Prior to joining Harte-Hanks ten years
ago, Mr. Noyes was a senior
marketing/product management officer and
chief financial officer for over seven
years with BankBoston/Fleet Bank and
TransNational Group Services.
In his Financial Services work, Frank
was responsible for managing the bank’s
marketing database, customer
profitability, product development,
predictive modeling, and direct
marketing programs for consumer loans,
investments, insurance and deposits.
About Glenn Hudock:
As the Vice President, Retail Bank
Vertical Practice Leader for Harte-Hanks,
Glenn is responsible for the
development, implementation and
upgrading of Best Practice marketing
solutions for Customer Optimization in
the Retail Bank marketplace. Glenn is a
veteran of the direct marketing
industry, with over 12 years of
experience supporting customers in the
financial services marketplace.
Glenn spent his early career in
commercial banking working for Bank of
America and later Citibank in a business
development role. Beginning in 1992,
Glenn joined the Metromail Corporation
where he was responsible for providing
strategic marketing direction to clients
in the financial services,
telecommunication, energy, and
publishing industries. In 1999, Glenn
joined the Fair Isaac organization where
his responsibilities were expanded to
include both the marketing and risk
components of the customer and prospect
relationship.
Glenn
joined Harte-Hanks in 2002 where he has
focused his energies helping financial
service clients build their business by
providing customer acquisition, growth
and retention strategies that deliver
measurable results. He currently manages
a team of relationship managers focused
on retail banking clients. He is a
graduate of The Pennsylvania State
University and has earned an MBA from
Temple University.
About Harte-Hanks:
Harte-Hanks, Inc., San Antonio, TX, is a
worldwide, direct and targeted marketing
company that provides direct marketing
services and shopper advertising
opportunities to a wide range of local,
regional, national and international
consumer and business-to-business
marketers.
Harte-Hanks Direct Marketing improves
the return on its clients' marketing
investment with a range of services
organized around five solution points:
Construct and update the database --
Access the data -- Analyze the data --
Apply the knowledge -- Execute the
programs. Expert at each element within
this process, Harte-Hanks Direct
Marketing is highly skilled at tailoring
solutions for each of the vertical
markets it serves.
www.Harte-Hanks.com
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