Converting Virtual or In-Person Branch Visits Into Sales Virtual Seminar

$345/attendee Thursday, June 11, 2020 8:00 AM Zoom E-Classroom Register

Growing your institution by converting more visits into sales, is more than just a sales number. To increase conversions and sales, you have to provide a consistent and unique experience for the client and the prospective client. The client of a financial institution is multi-connected to your company, more informed, and more demanding.

Financial institutions must overcome these challenges to become more "shoppable." Shoppability then becomes transforming the needs, wants, and desire of the client into a purchase through digital and human interaction. The ultimate goal is to delight the client by providing a great experience that provides expert advice and assistance, creates a strong sense of community, and an easy to understand and streamlined process.

Our Zoom software enables us to offer this three-hour program with an in-person experience. The program includes presentation, opportunities to ask questions, and discussions with your peers in discussion rooms.


  • Merchandising yourself
  • Key conversion technologies
  • Easy organization and presentations
  • Showcase new apps and products
  • Using convenience to sell
  • Making clients delighted
  • Expertise and advice
  • Saving, investing, and the retirement gap
  • Flexibility
  • Measuring and managing

Who Should Attend
Any branch manager, assistant branch manager, head teller, Sr. VP, VP, AVP of Retail, Regional VP's or Regional branch managers, and anyone else involved in the efficiency and service delivery in the retail branch environment in a financial institution.

Additional E-Classroom Seminars include:

  • Winning Onboarding Approaches, April 30, 8 - 11 a.m. CT
  • Becoming the Primary Financial Institution, May 21, 8 - 11 a.m. CT
  • Generational Client Retention and Growth Strategies, May 28, 8 - 11 a.m. CT 

The registration fee for each e-classroom program is $345/attendee. Individual registration is required as each attendee will need their own log-in and computer to fully take advantage of all the presentations and discussions. The registration fee includes an electronic copy of the program materials.

Click Register for additional details and to register online.

$345/attendee Thursday, June 11, 2020 8:00 AM Zoom E-Classroom Register