Bank marketing has undergone radical changes in the past several decades and the financial services sales process has experienced a similar transformation. Both have been influenced by one thing more than any other — the customer’s behavior. Because the customer is more knowledgeable, has more tools at their disposal and is in greater control, marketing and sales must collaborate more effectively than ever before if the bank expects to sustain long term growth and profitability.
There are schools and conferences focused on marketing. Others target sales. GSB’s innovative School of Sales and Marketing integrates these two vital disciplines into one practical, dynamic week. Designed by bankers and those with in depth knowledge of our industry, this program pinpoints key marketing and sales activities from the customer experience and branding to prospecting, sales management and the ROI of marketing and sales action plans.
Students experience a blend of lecture, small group discussions and breakout sessions. The Sales and Marketing School also accomplishes what no others can. Marketing associates leave with a Marketing Planning Template for the coming year. Sales colleagues create an individualized Sales Plan that combines high level strategies and key tactics to generate record results. These plans are created with the help of faculty mentors who work in the evening with small groups of students to integrate what has been learned that day. This learning to life approach burns in knowledge and helps the student retain competencies for the long haul.
The faculty is comprised of best in class bankers and consultants — experts who bring time tested ideas to the table implemented by community banks, regional players and money center organizations. Networking with other bankers from around the world creates a lifetime of new relationships and the information exchanged from both faculty and students is second to none.
What You’ll Gain
- An overview of the business of banking and how sound sales and marketing strategies directly impact the bank’s bottom line
- A clear understanding of how marketing and sales can synergize for the benefit of the bank, the customer and the marketplace
- An objective view of sales and marketing technologies and how they enable success
- How social, digital, mobile integrate through the sales and marketing process
- Making delivery channels such as the branch, the call center and the RM more efficient and effective
- Why team selling and account-based marketing are no longer luxuries
- A greater sense of content marketing, big data and analytics combine to help the bank target the right opportunities
- Key ways to find and touch prospects without cold calling
- How marketing can partner with business banking through tailored collateral, sponsorships, seminars, webinars and speed networking
- Leading the sales process through tools, routines and accountabilities
Who Should Attend
Veteran marketing/sales officers as well as those newly promoted or new to banking will benefit from this powerful program. Community bank CEOs, regional sales managers, retail managers, and business banking professionals also gain a better understanding of the marketing and sales synergies needed to be competitive.
When: September 25–29, 2023
Enrollment Deadline: August 25, 2023
Program Fee: $2,725
*Multi-Student Discount* GSB encourages banks to send more than one person to the school so the sales and marketing professionals can work together to enhance relationship growth and company performance through a unified effort focused on the customer. If your bank chooses to send multiple students, you will receive a rebate of $350 per additional registration — that’s essentially a free registration fee for second and subsequent registrations, and will be paid at the conclusion of the school in the form of a rebate.
All-Staff Training, Bank Directors, Bank Management, Branch Manager, Business Bankers, CEO, Commercial Lending, Compliance, Consumer / Retail, CRE Lending, Credit Management, Lending, Marketing / Sales, Mortgage Lending, New to Banking, Operations, Personal Banker, Risk Management, Supervisior, Technology, Training and Development, Webinar Bank Management, Business Banking, CEO, Commercial Lending, Compliance, Consumer Lending, Cybersecurity, Marketing, Mortgage Lending, Operations, Retail Banker, Retail Banking, Technology
GSB – Digital Banking School
Banking continues to evolve — and as consumer preferences have moved from lobby to service multi-channel, multi-touch interactions, the demand for digital banking services has grown exponentially.
This shift — plus pressure from new and non-traditional competitors for all types of financial services — has led to an entirely new banking landscape. To remain competitive today — and viable tomorrow — community banks need to devote attention, staffing and financial resources to innovation, digital product mix, online customer engagement, technological advances, vendor partnerships and more.
GSB’s Digital Banking School is the first school of its kind — focused exclusively on demystifying these sometimes-intimidating topics — to help community banks move into and/or grow in the digital banking space.
This immersive experience will showcase the key elements of a bank’s effective digital strategy and will be led by industry thought leaders who are experts in digital banking and innovation.
What You’ll Gain
- Defining the Game
- Get off the Sidelines — Why Digital Banking?
- Which Version Do You Want to Play?
- Create Your Team — The People Factor in Digital Banking
- What Equipment Do You Need?
- Building the Foundation to Help You Achieve Digital Banking Success
- Promoting Your Digital Bank and Building Your Brand
- Technology & Risk: Cybersecurity Challenges
Who Should Attend
Given the scope of all that’s involved in digital banking, we encourage broad participation across all various areas of the bank — and that’s why we’ve priced this school with a single, affordable per-bank fee. We encourage community bank CEOs to attend, along with leadership teams from operations, retail strategy, lending, business development, marketing, technology, project management, cybersecurity and compliance. All will benefit from the program and be better positioned to make the important shifts that drive digital banking success.
When: April 3–27, 2023
Program Fee: $3,300/bank
Principles of Banking is intended to give those who are new to banking a general understanding of the industry. Recognized as the most comprehensive introduction to the banking industry for over 40 years, it introduces fundamental banking concepts and principles, the basics of how banks operate as service providers and businesses, their obligation to operate in a safe and sound manner and manage risks, and the responsibilities of bank employees in a customer-focused financial services environment.
Dates & Location:
October 5–6: Farmers Savings Bank, 305 Doty St., Mineral Point, WI
Speaker:
Peggy Zickert, VP/Regional Operations Leader, National Exchange Bank & Trust
Who Should Attend?
This course is recommended for personnel new to banking at all levels or those who just need a refresher.
Registration Information:
The registration fee of $550/person includes all workshop materials, a hard copy of the 12th edition Principles of Banking textbook, and daily refreshment breaks and lunch. Register early as space is limited!
