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Survey Says! The Top 10 Reasons Businesses Move Their Accounts

Aug 25 2:00 PM - Aug 25, 2021 3:30 PM
Aug 25, 2021 2:00 PM - 3:30 PM
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While turmoil is bad for institutions about to lose commercial customers, it is a golden opportunity for capturing new and profitable small business, middle market, and even large corporate clients. Join us to learn exactly how to capture more than your fair share in your local market.

Learning Objectives

  • Understand why many businesses are open to switching financial institutions
  • Discuss why those companies are switching and the pain points that are causing them to leave
  • Identify marketing messages will attract businesses to your institution

More businesses are changing their banking provider today than any other time in recent memory. In some states, over 50% of business owners say they are fed up and looking to switch. The pandemic uncovered serious technology and servicing issues at many institutions and the PPP has only increased business owners’ angst.

Get an exclusive first peek at the very latest Rivel Commercial Banking Benchmarks, the world’s largest commercial banking survey, conducted with tens of thousands of companies in 24 different states. Learn what businesses say about their financial institutions regarding:

  • Accountholder service elements like responsiveness, staff training, proactivity, etc.
  • Technology components, including online banking, mobile apps, phone assistance, etc.
  • Policy decisions, including rates, fees, personal data safety, etc.

This webinar will explore the reasons that ultimately drive businesses to make a change. It will include different messages that will (or will not) work in bringing them to you. If you are interested in gaining more commercial clients from your competitors, this will be a very productive session for you.

Agenda

Speakers

Bruce Paul, Rivel, Inc.

Bruce Paul is one of the most respected researchers in the banking industry. He is the creator of the Banking Benchmarks® and a frequent keynote speaker on customer experience and brand equity at industry conferences and events. His expertise is often cited in banking and general business publications.

Bruce has held senior global leadership positions at the Nielsen Company, Greenwich Associates, and Qualtrics. In these roles, he has designed and implemented very large research and brand programs at scores of banks, including seven of the top 15 banks in North America.

Brian Rivel, Rivel, Inc.

Brian is Rivel’s chairman and CEO. He has provided insight to over 100 boards and management teams on message positioning and is a frequent presenter on how organizations can maximize value by using research to build competitive advantage. Brian has authored dozens of articles in industry publications and has been quoted in The Wall Street Journal on several occasions, as well as in IR Magazine, Institutional Investor,Q4, and others. Prior to joining Rivel, Brian worked on the NFL Today show at CBS Sports in New York.

Location

Fees

$259.00 

Live and recorded webinar, handouts, quiz with answer key and training log are included.

Your registration includes unlimited locations (until further notice), making it easier to share and learn with remote staff during the coronavirus crisis. Training materials will be available to download the day of the event.

Additional Info

Event Type

Webinar

Topics Covered

  • Marketing & PR
  • Live Webinars