CPG's Retail Banking Colloquium 2011 Recap

August 05, 2011 at 12:41 PM

CPG recently invited a group of eight innovative retail bankers to DC to discuss revenue growth challenges and share insights and best practices for addressing them. Our inaugural Retail Banking Colloquium was a big success, and we look forward to hosting more of these events in the future. In our inaugural event, Bankers exchanged best practices and tactics with regards to:

  • Redesigning deposit product suites
  • Educating the frontline on new products
  • Shifting the focus of the frontline towards relationship building
  • Successful tactics for increasing household acquisition
  • Strategies for increasing and leveraging customer and employee referrals
  • Methods for acquiring many customers from one referral – including workplace banking
  • Improving customer onboarding
  • Leveraging customer information to increase cross-sales
  • Designing cash management products for small businesses
  • Transitioning to and improving a universal associate model
  • Needed branch design changes and incentives for customers to come into the branch
  • The future of branches and banking Gen Y
  • Partnering with financial technology companies
  • Engaging customers via social media
We covered a lot of ground! We would like to extend our sincere thanks to all participants for making this event a success. If you or a colleague would be interested in participating in a future Retail Banking Colloquium, please contact us at (202)337-7870, or email info@capitalperform.com with “RBC” in the subject line.

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