CONNECTIONS Sessions and Registration

Relay Report Writer

Organize data into reports to get real information that can be used to make management decisions. Learn about the tool’s fields, how it works and how you can use it to make decisions.

Prospect and Incentive Tracking

Create and manage incentive plans. From setting up custom fields to paying out the points, learn how to develop a streamlined process from beginning to end.

Profitability

Learn more about how this tool can help your institution move to the next level.

Customer Service

Having a great CRM system is only half of the puzzle. The other half is empowering your institution’s employees by giving them the skills to master great customer service. Join us during the Customer Service session to investigate what good customer service truly means to successful companies.

Sales (Retail)

This session will address essential elements of how to introduce, maintain and ensure that all retail team members integrate CONNECTIONS into their daily functions. The presentation will assimilate components from the conference material covered on Day 1 and show you how to adapt what you learned to your own institution’s retail division.

Sales (Commercial)

Are you facing the challenge of making sure your entire team can fully utilize CONNECTIONS? This session will address essential elements of how to introduce, maintain and ensure that all commercial team members integrate CONNECTIONS into their daily functions. The presentation will assimilate components from the conference material covered on Day 1 and show you how to adapt what you learned to your own institution’s commercial division.

Roundtables

The CONNECTIONS Roundtables are a perfect opportunity to speak with fellow users. Financial institutions will be split into groups by asset size. Subjects for discussion will be provided, but this is your time to present questions that you might have for your peers and find out how they use CONNECTIONS effectively at their institutions.

Marketing Panel

CONNECTIONS offers many marketing tools to help institutions target the correct customer base and offer relevant products but getting off the ground can sometimes be a challenge. Learn from a panel of CONNECTIONS marketing experts how to use the tools effectively and how to make CONNECTIONS marketing work best for your institution. Come with questions and comments to this interactive session.

Marketing General Session and Q&A

CONNECTIONS marketing staff will speak about upcoming changes and enhancements and answer questions from the group.