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Tuesday, October 29, 2013

12:30 p.m. - 1:45 p.m.

INDUSTRY INNOVATION LUNCH PRESENTATION: LEVERAGING BIG DATA TO PREDICT EMERGING FINANCIAL NEEDS OF CLIENTS AND PROSPECTS

Jeff Zamiska, Director of Financial Services, LATTICE

Sponsored by:
Lattice

ROOM: STRAND 10

Becoming a trusted advisor is a critical step for the success of Business Banking Relationship Managers (RMs). RMs strive to engage their clients in informed conversations about their business needs, trends, and the industry overall. However, with hundreds of companies in an RMís portfolio and a multitude of data sources available to research before picking up the phone, finding a legitimate and valuable reason to call a client or prospect is a daunting challenge. If operationalized and leveraged properly, big data can identify client and prospect emerging financial needs and deliver actionable insights to RMs to achieve better business outcomes.

In this session, learn how RMs from two top 10 banks are engaging their clients and prospects with specific, data-driven insights from big data. By leveraging advanced analytics, data from multiple internal and external sources, as well as technology from Lattice, these two top 10 banks are making their RMs more productive and successful.

Note:Lunch will be served during the sessions and attendance will be guaranteed to the first 70 registrants.† You may register at the conference registration counters.

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