Speaking

If you’ve been in this industry very long, you know one thing to be true:

Change is coming faster than ever.

Your members are facing hard questions and tough choices every day. They are looking for ways to manage change and maintain profitability – and they are looking to you for help. Choosing the right speaker for your next conference, educational workshop or web seminar can equip your members with fresh perspectives, new approaches and bold solutions to their most pressing concerns.

That is where we come in.

We are a consulting firm that works side-by-side with bank and credit union executives and marketers around the U.S. in the development of successful growth strategies. It is from that unique platform that we offer our insights through a selection of dynamic, specially tailored speeches and presentations. Please consider one of the following topics for your next meeting:

Taking Steps to Stay Relevant
The importance of relevancy and growth in today's dynamic marketplace

If you’re like many community bankers, you know that change is part of the business landscape. But in recent years the changes are coming more rapidly and their effects are more widespread. Demographic characteristics are shifting; technology’s influence is accelerating; competition is more aggressive; and consumer behaviors are changing irrevocably.And, if you’re not paying attention, your institution may be on the fast track to irrelevancy.

This session will demonstrate the increased importance of staying relevant to your customers and your target market. The discussion will focus on the roles that your delivery network, external marketing and internal culture play in determining relevance and positioning your institution for sustainable growth.

Combating Customer Churn
Rethinking your approach to customer attrition and retention

Banks are losing customers at an average rate of 12.5% per year. The average acquisition rate is generally around the same, with the cost of acquiring new customers estimated at five times the rate of retaining existing ones. For several years financial institutions have attempted to address the reality of customer attrition by emphasizing retention over acquisition. Sadly when many bankers think about customer retention they are really thinking about cross-selling existing customers.

This session will explore the industry’s struggle with customer churn and offer new ways to think about customer attrition. Participants will learn about the drivers of customer loyalty, gain insights on customer engagement and explore ways to preempt customer departures.

The Great Demographic Divide
A boomer's guide to attracting younger employees and customers

While the industry has benefited from an aging customer base, many financial institutions have been too busy chasing after the shifting wealth of aging baby boomers to notice that their customer base is slowly becoming extinct. Most, in fact, have done little to attract a younger demographic as both employees and customers. This session will explore the trend of an aging employee and customer base; strategies for attracting and developing younger employees; and how this can contribute to attracting younger customers and increasing long-term profitability.

Changing the Rules: Marketing Beyond Product and Price
Creating an emotional connection with your customers and target market

Traditionally, marketing in financial services has focused heavily on promoting the newest product or the hottest rate. But this kind of strategy usually produces results that are short-lived as financial products are a commodity easily replicated by the competition; and, many community based institutions simply can not compete on price over the long-term. This session discusses the importance of knowing the needs, values and preferences of your customers and target market; identifying ways to create and build an emotional connection; and understanding how the lifetime value of your customers over the long-term can generate real, sustainable results from your marketing efforts

The Rules and Rewards of Competitive Differentiation
Understanding the process and value of strategic differentiation

The need to differentiate from the competition is a challenge for financial institutions across the country. Many marketers and executives misunderstand the concept and unintentionally employ a strategy of vertical differentiation…an approach that assumes to be different you have to be better than the competition. In most markets, successful differentiation means much more – it involves taking steps to identify relevant, unique and meaningful points of differentiation and using these points as a framework for making decisions relative to marketing, personnel and processes.

This session will challenge participants’ to think about differentiation as more than an exercise in creating better products, having better customer service or a better delivery network; and encourage them to find specific and meaningful ways to differentiate from the competition.

Upcoming Presentations and Conferences

For more information about presentation topics or schedule availability, please contact Brady Walen at bwalen@formarketinsights.com or 800-348-0220.