Best Practices
Learn how Haberfeld clients are using our complete system for core relationship acquisition that increases growth and profitability and makes a measurable impact on your institutions bottom line.
Our Team
Our clients represent the 5th largest financial institution in the U.S. (based on total cumulative client branches). During this virtual meetup you’ll get to “e-access” the team behind this success.
Key Topics
We'll cover How to Grow in Uncertain Times, Aligning Marketing & Execution for Growth in 2020, Talent Management and Marketing & Outreach: A Targeted, Measurable Approach that Delivers Results.
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Jenny, Branch Administration
16-Branch Institution
Amy, Director of Branch Administration
42-Branch Institution
Laura, VP & Branch Manager
3-Branch Institution
WHAT TO EXPECT
Join us at Haberfeld University to see how your institution can increase growth and profitability.
Accelerating growth for banks and credit unions.
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WHAT OUR ATTENDEES SAY
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This virtual event will give you an inside look at what it’s like to be a Haberfeld client. Over lunch, Haberfeld’s delivery team will personally break down for you the strategy that our partners use to:
It's improved our organization by bringing new customers in and growing our checking accounts. It's just been successful overall with getting those new clients.
It has improved our organization 10-fold. We have tripled the amount of accounts opened in just our first year. It's been amazing—an amazing experience.
Everybody's on the same page, we're all steering the boat in the same direction, we're all focusing on getting all of the customers.
Data Usage
In detailing our system for aligning marketing and execution, we’ll also explain the role of client data and show you Haberfeld uses it to make recommendations that deliver immediate and sustained results.
Lunch Provided
As a sign of our appreciation, lunch is on us. Once you register, just let us know what you’d like from your favorite local restaurant, and we’ll have it delivered during the event. Go ahead – treat yourself to dessert!
Robb Rempel
Executive Vice President, Haberfeld
EVENT SPEAKERS
David Furnace
Executive Vice Chairman, Haberfeld
- Win the battle to grow core deposits
- Acquire more new customers
- Grow non-interest income
- Attract, Coach, and Retain Top Talent
Now is the time to explore incredible possibilities for your institution! As our guest, your travel, hotel room, and event meals are on us — there’s no obligation beyond attending.
Boost Branches
Explore the best strategies to train frontline personnel and craft a unique in-bank experience.
Mobile Trends
Analyze the future role of online and mobile banking in conjunction with in-branch service.
Industry Wisdom
Connect with guest speakers, industry peers, and our team of community banking experts.
HPG™
Strategy
Learn why aligning your marketing and execution means maximizing growth and results.
HPG™ Strategy
Ben O'Neill
CEO, Haberfeld
Preston Afrank
Executive Vice President, Haberfeld
University
An Invite-Only Event
May 14-15, 2024
San Antonio, TX
Regency Hill Country Resort & Spa
This will be the perfect opportunity to learn how Haberfeld helps our clients grow low-cost deposits through a holistic strategy aligning frontline execution with targeted marketing. You'll also be able to interact with our team and chat with some of our clients on how we've helped them succeed.
Questions?
Contact Karla Wingard at kwingard@haberfeld.com
Jim Ness
President/CEO, First Security Bank, Division of Glacier Bank
© Haberfeld. All rights reserved.
Robb Rempel
Executive Vice President, Haberfeld
EVENT SPEAKERS
David Furnace
Executive Vice Chairman, Haberfeld
Ben O'Neill
CEO, Haberfeld
Preston Afrank
Executive Vice President, Haberfeld
Jim Ness
President/CEO, First Security Bank, Division of Glacier Bank
Jenny Wofford
SVP, Chief Strategy Officer, Pinnacle Bank
Mark Solano
Senior Vice President, Haberfeld
Joe McWilliams
Vice President, Haberfeld
Danielle Herd Webb
Executive Vice President and Head of Retail, Texas Bank and Trust Company