Half-Day, Interactive
Workshops – $265 Each

Take a deep dive with these intensive, three-hour classes.

(Limited to bank and credit union attendees only.)

Strategic Planning Workshop: Finding Your Blue Ocean Strategy

Wednesday, May 17th • 9:00 am to 12:00 pm

zunaira_munirDr. Zunaira Munir, Senior Expert in the Global Blue Ocean Strategy Network
Sponsored by MARQUIS

Lasting success comes not from battling competitors in an already crowded marketplace, but by creating a “blue ocean” of opportunity — a new, untapped new space ripe for growth. That’s the driving principle behind the Blue Ocean strategy.

Based on the international bestseller that has sold more than four million copies, this approach is built on a decade-long study of more than 150 strategic moves spanning over 30 different industries. This rich, multi-media workshop includes interactive exercises that will give participants a practical jumpstart on developing their own Blue Ocean strategy.

What You’ll Learn:

  • The logic, methodology and systematic tools you need to build your own Blue Ocean strategy
  • How to apply a Blue Ocean strategy in your organization, using hands-on exercises
  • How to innovate and create new markets while minimizing risk
  • How to develop and align the three strategy propositions: value, profit and people
  • Real examples and case studies of organizations that have created their own Blue Oceans of uncontested market space
  • How to avoid the common traps that keep organizations anchored in existing market space

Digital Marketing Workshop: How To Build Your Strategy & Make the Shift

Wednesday, May 17th • 9:00 am to 12:00 pm

jim_pannosJim Pannos
Pannos Marketing
jason_diasJason Dias
Owner & Chief Creative Officer
Eloquent Online

Digital marketing is changing the way financial institutions reach new customers. Is your strategy adapting to the changing ways that consumers now shop for financial products? This fast-paced, hands-on session will bring together all the necessary components of a successful digital marketing strategy, and show you best practices for developing an ROI-focused approach.

What You’ll Learn:

  • How to Prioritize — Where you will get the most clicks for your dollars, and when to consider other channels that may not produce similar click-through-rates but help improve your overall performance.
  • Building a Budget — What factors influence costs and where you can find efficiencies.
  • Content Marketing — How does it fit within your overall digital marketing strategy.
  • Analyzing & Managing Performance — Key performance metrics, what you should expect, and how you can improve results.
  • Presenting to the C-Suite and Board — The right ways to engage senior leadership in digital marketing discussions.

Growth Strategies Workshop: Aligning Marketing and Execution to Increase Profitability

Wednesday, May 17th • 9:00 am to 12:00 pm

sean_payantDr. Sean C. Payant, Chief Consulting Officer at Haberfeld Associates

Aligning marketing initiatives and execution is critical to the overall success of your financial institution. In this informative workshop, you will learn proven, data-driven strategies to significantly increase accountholder acquisition, growth, and profitability. Learn the best practices today’s banking providers use to successfully tackle accountholder growth and engagement. This workshop will show you how to optimize your product strategies, policies and procedures, and sales processes to remove barriers to account acquisition. You will also learn effective, multi-channel targeted marketing strategies that yield superior performance.

What You’ll Learn:

  • Specific strategies to increase core deposits, loans and non-interest income
  • Consistent and proven approaches you can use to steal more market share from your competitors
  • Proven methods of engaging new and existing accountholders to deepen relationships and improve retention
  • How to build alignment between marketing initiatives and execution throughout your organization
  • Strategies to significantly increase the acquisition rate of profitable retail and business accountholders

Register now, before it's too late!

The Financial Brand Forum 2017 kicks off May 17th. Don’t wait, time is running out!

Brand Strategy Workshop: Differentiating in a Sea of Sameness

Wednesday, May 17th • 1:00 to 4:00 pm

gina_bleedornGina Bleedorn, CXO at Adrenaline

Brands today face an existential challenge: innovate or die. Today’s brands can’t hide — consumers demand transparency and a brand’s ability to adapt to consumer expectations is critical to their success. It is survival of the fittest, and only those brands that can create meaningful connections and provide tangible value to their audiences will be the ones that survive. Branding in the financial industry presents an even greater challenge: consumer engagement is low and differentiation is near impossible.

What You’ll Learn:

  • How to make your brand relevant to the audiences you want to reach
  • How to identify and understand your targets
  • How to evaluate the competitive landscape
  • How to develop a unique value proposition for your organization’s brand
  • How to successfully launch your brand in your market

Loan Growth Workshop: Marketing Loans in the Digital Age

Wednesday, May 17th • 1:00 to 4:00 pm

stephen_nikitasStephen Nikitas, Senior Strategy Director with Harland Clarke

The ultimate goal of any loan marketing program is to generate more credit applications from quality customers as cost-effectively as possible. In this workshop, you will learn how to market lending products to both current account holders and new prospects in ways that will generate the highest ROI for your financial institution. Take loan marketing to a higher level — learn the strategies and proven techniques that will most efficiently achieve the best results in your future loan acquisition campaigns.

What You’ll Learn:

  • How to build integrated direct marketing campaigns that grow your institution’s lending portfolio
  • How to choose the communications channels that will drive the most loan/credit applications back to your institution
  • How to use propensity scoring and predictive analytics to predict future purchasing patterns and target prospects with greater accuracy
  • How to identify the credit products that hold the greatest ROI potential
  • How to pre-screen consumers for credit campaigns while ensuring you comply with the Fair Credit Reporting Act and Firm Offer of Credit guidelines

Onboarding & Cross-Selling Workshop: Winning Tactics for Community Institutions

Wednesday, May 17th • 1:00 to 4:00 pm

michael_browningMichael Browning, CEO at Onovative

You know it’s essential to connect with new account holders in their first 90 days, but most institutions aren’t doing enough to target them. A successful cross-selling strategy hinges on delivering the right offers at the right time. In this three-hour workshop, you will learn how to up your game with a cross-selling strategy that increases your share-of-wallet and accelerates the profitability of both new and current account holders.

What You’ll Learn:

  • How to build an onboarding and cross-selling communications framework that achieves your institution’s strategic goals
  • How to identify and prioritize ripe cross-selling opportunities that lurk in the data you already have
  • How to drive ridiculous conversion rates by leveraging a combination of both digital media and print communications
  • How to refine and focus your strategy by building and implementing feedback loops

Branch Design Workshop: Crafting Your Branch Experience in an Omni-Channel World

Wednesday, May 17th • 1:00 to 4:00 pm

anthony_burnettAnthony Burnett, Customer Experience Director at LEVEL5

Transactional efficiency is being displaced by a customer experience that drives engagement and grows market share. Study after study proves that when consumers need loans and credit-based products, they prefer face-to-face human interaction in a branch.

In this workshop, you will learn how to construct an omni-channel branch experience — one that drives results by making emotional connections with both consumers and your community. This workshop brings substantive clarity and purpose to branches, and includes a step-by-step plan that produces returns for stakeholders.

What You’ll Learn:

  • How to develop a total branch solution that drives engagement and market share
  • How to develop your own play book for your branch experience
  • How to link demography and market potential indices to your value proposition
  • How to integrate powerful branding elements into your branch design
  • How to select the right technologies and automation tools that connect with consumers
  • How to layer in training to maximize your returns
  • How to develop KPIs to track effectiveness and establish ROI