B. Scott Fisher, Carl G. Pry, and April Breslaw to Address Retail Sales Practices


Date: Wednesday, March 29, 2017
Time: 2:00 PM ET
CBA Webinar
Topic: Retail Sales Practices (Yes, we can still cross-sell.)

ABOUT THE WEBINAR:


  • How bank culture impacts sales, service, and safety and soundness risk management
  • The manner that sales goals and goal groupings can impact practices
  • How cross-selling should have a needs assessment lens
  • The best way to implement balanced incentive plans that are designed, vetted, and approved by cross-functional teams
  • The role of product neutrality, balanced scorecards, and KPIs in sales and risk practice
  • The role of emails and customer call backs in sales risk management
  • The importance of demonstrating fairness in sales practices and customer value in the product sales process
  • How early cancellation of products can be a red flag
  • The role of complaint monitoring in sales practices
  • How to monitor high and low performers

THIS WEBINAR WILL COVER:

  1. Sales practices must haves
  2. Compliance considerations for sales practices
  3. When and why to conduct an independent review. Is it necessary?

TOP 3 BENEFITS TO ATTENDEES:

  1. Practical advice for plan design
  2. Tips for monitoring desired client-facing interactions
  3. Forum for questions
More information