Haberfeld

Building Alignment for Growth

This spring, we invite you to attend Building Alignment for Growth, a FREE four-part webinar series that discusses each of these core aspects in turn. These sessions, which will begin Thursday, March 14 at 10:30 a.m. (Central) and occur every other Thursday, will deliver ideas and tactics you can put into practice right away for immediate improvement. Attend all four and see how strategic alignment across the board can create outstanding success.

FREE 4-PART WEBINAR SERIES

Beginning Thursday, March 14
Recurring every other Thursday
10:30-11:15 a.m. Central

PRESENTED BY

Robb Rempel

Robb Rempel

Executive Vice President

Haberfeld

ACCELERATING GROWTH

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Creating growth for your FI has never been more important. Whether it’s the need for low-cost core funding, increased fee income, or deeper customer/member relationships, getting better results means making improvements in all areas—people, products, processes, and promotion. Improving even one of these areas can do much to support growth, but when all four are properly aligned, the results can be extraordinary.

Aligning People for Growth

Thursday, March 14 @ 10:30-11:15 a.m. (Central) 

Your people are everything, and even the best strategies won’t get off the ground without getting your people on board and equipped for success. This starts with investing in your managers, many of whom have earned their role by performing well but have never received the training they need to excel. In this session, we’ll share the data-driven system and high-payoff methods Haberfeld clients use to build accountability, reduce turnover, and increase results.

SESSION 1

Aligning Products for Growth

Thursday, March 28 @ 10:30-11:15 a.m. (Central) 

At its core, a financial institution is a business like any other: Its success relies on providing a quality product to customers. Considering this, it’s surprising how often financial institutions overcomplicate their products and get in their own way. In this session, we’ll discuss the five principles of a good product and provide a simple test to evaluate your products and—ultimately—improve profitability.

SESSION 2

Aligning Processes for Growth

Thursday, April 11 @ 10:30-11:15 a.m. (Central) 

We’ll invite you to evaluate your institution in two critical areas: How easy it is to become your customer/member, and how equipped your people are to win the business. Our frontline teams want to provide people with service excellence, but they are too often hampered by complicated sales processes and overly restrictive policies. This session will offer data that supports the reevaluating of your current accountholder rules and a simple process that will ensure your teams’ success.

SESSION 3

Aligning Promotion for Growth

Thursday, April 25 @ 10:30-11:15 a.m. (Central) 

Think of your marketing as the invitation to your party. Once you’ve “cleaned the house” by aligning your people, products, and processes, you’re fully prepared to invite your guests in. Together, we’ll discuss data-driven targeting strategies that help you allocate your finite resources to maximize results and ROI. We will also share which tactics are most likely to succeed in this noisy, competitive environment.

SESSION 4

If you’re ready to grow new relationships
and low-cost funding for your institution, this webinar series is for you.

Register today and claim your spot!

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