Analyzing Customer Data for Retention & Growth

Telephone – Webcast – Audio/Visual CD Rom

Thursday, May 7, 2009

12:00 pm – 1:30 pm Pacific

      1:00 pm – 2:30 pm Mountain

   2:00 pm – 3:30 pm Central

    3:00 pm – 4:30 pm Eastern

What’s the best way to spend your 2009 marketing dollars?  It’s targeting your own customers for additional products and services to grow customer relationships and retention!  This timely session will provide the tools you need to use the customer information you already have.  Achieve this in the most cost-effective way, while providing your customers with relevant, timely offers.  This knowledge will benefit both your bank and your customers.

HIGHLIGHTS

• How to segment your customers to achieve the highest response rates
• How to identify your “best” customers
• Strategies to retain the best customers
• Strategies to grow deposits, loans, and convenience services
• Benchmark measurements to gauge success
• Different ways to track campaign success
• How to get the most efficient use of your marketing budget

WHY SHOULD YOU PARTICIPATE?

This session is a cost-effective way to get the most out of your marketing dollars by learning successful methods to segment your customer base for cross sell, up sell, and retention efforts.  You may train as many individuals as you like for one set price.  There will be no travel costs, no time lost from work, and no one will be required to leave the institution.

WHO SHOULD ATTEND?

This informative session is directed to executive management, senior management, retail banking leaders, and marketing leaders

Please note:  Your registration fee allows you to have one telephone connection.  However, as many people as you like may listen from your office speaker phone.  If you register for the webcast, your registration fee also includes one internet connection from a single computer terminal.

ABOUT THE PRESENTER – Eric Hien, Profit Technologies Corp.

Eric Hien has over 15 years of experience in direct marketing.  He has applied this experience as vice president of direct marketing for a large regional bank and has shared his knowledge with many banks and credit unions as a consultant and product manager for CRM software solutions and marketing services. 

WHAT IS A TELEPHONE/WEBCAST SEMINAR?

This training method allows unlimited listeners on your office speaker phone.  By choosing the webcast option, participants will also be able to view online visuals as the presentation is delivered.  Registrants receive a toll-free number and pass code that will allow entrance to the seminar.  The session will be approximately 90 minutes, including question and answer sessions.  Seminar materials will be sent prior to the broadcast along with hookup instructions.  Your pin number, hookup instructions and handouts will be emailed to you.  You will need the most current version of Adobe Acrobat Reader available free at www.adobe.com.

CAN’T ATTEND THE SCHEDULED TRAINING?  ORDER THE AUDIO/VISUAL CD ROM!

As an added benefit, you may purchase a CD Rom* of this presentation.  The CD includes the original audio/visual presentation, the question and answer sessions, and the handouts.  In addition, you will be able to contact the presenter if you have follow-up questions.  Use this “off-the-shelf” training program for those that could not attend the live seminar and for future training.  AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE.

*CD Rom for PC use only