No demand left behind. Unlock strategies for converting customer interest into new products.

Generating demand for new products, like mortgages, loans, new accounts, and financial advice takes a lot of resources. When that demand slips through gaps in your customer journey you aren’t just missing out on revenue: you’re impacting productivity.

The first defense against disappearing customer demand is putting the right expert in the right channel at the right time. But that’s not enough. You also need to make sure everyone’s ready for what comes next:

• Prepare experts in advance for the nuances of every customer conversation
• Make sure customers arrive ready to jump right in and confidently make decisions
• Get insights to measure staff performance and ensure staffing lines up logically with customer demand 

Moderator:
Gillian Shaw, Manager, Datos Insights
Speakers:
Jason Furer, SVP, Strategy Leader, WesBanco Bank
Katherine Regnier, CEO, Coconut Software
Paula Slagle, SVP - Head of Branch Transformation Technology, Wells Fargo