Presentation takeaways:

  • Understanding trends in retail banking, mobile banking and checking account design
  • Simplifying accounts and making them more profitable
  • Applying marketing tactics of today’s best retailers
  • Employing simple tools to improve branch selling
  • Adding product features that deliver more value to customers
  • Growing customer friendly fee income in practical ways
  • Making products relevant for today’s technology savvy banking customers

Key events where we have presented include:

  • ABA Annual, Marketing and Community Bankers Conferences
  • ABA Seminar for Presidents
  • BAI Retail Delivery Conference
  • The Financial Brand Forum
  • Finovate
  • Bank Director Acquire or Be Acquired and Growth Conferences
  • American Banker Retail Best Practices and Small Business Banking Conferences
  • BankWorld, BankHorizons, BankNext and The Bank Summit Conferences
  • IN, TX, NC, SC and PA Banking Conferences
  • NY, CT, WA, VT Bankers Association Workshops

To request a speaker for your event, contact Lauren Robertson at 615.263.7757 or