The Westin Copley Place, Boston, MA
Day Two: July 24th 2020 Focus on What Matters Most: Your Customers & Their Needs in Branch
Friday, July 24th, 2020
3:05 PM Checklist Panel: Effectively Reaching and Providing Best in Class Service for Small Business Clients in Branch
A panel of experts who will talk through the need to haves for a certain initiative they underwent. In this case, how they are attracting and providing stellar experiences for small business clients. At the end of the panel, each panelist will share their biggest need to have and a checklist of them will show up on the screen so you have it to implement when you hit the ground running with your team.
• What are the things your small business clients need from your branch?
• What are the overall design and flow elements you can incorporate for them?
• Is it worth it to explore creating a separate small business hub?