Powerplay:
Banking Innovators
Meet 2024

Today’s modern Banks operate through multiple business units, offering a diverse product portfolio and numerous offline touch points. These organizations encompass a wide array of roles, including Relationship Managers, Collections Officers, Asset Sales Teams, Customer Service Teams, and Off-Roll Teams, each with its unique set of responsibilities and challenges. To meet their targets, these sellers are often required to use various tools designed to simplify their tasks. However, this frequently leads to tool fatigue.

In reality, these sellers need real-time support to engage effectively with customers and go beyond mere selling to engage meaningfully to build trust and long-lasting customer relationships. Hence, there is a significant need for a comprehensive sales playbook to optimize all available offline touchpoints, enhancing the overall customer experience - while equipping the frontline sales teams to deal with all possible sales scenarios and create an impact on the ground.

This roundtable discussion will bring together the leading voices in the banking sector to delve into the current state of offline selling, understanding the struggles and limitations faced by the front-line sales teams at banks. Discovering the technology and Sales Playbooks being leveraged by leaders today to address these challenges and come out on top.

Key Themes & Talking Points

• Empowering RMs to have deeper conversations
• Asset Product Sales - How selling to each persona requires a different approach
• Training frontline teams not as a checkmark but to create a real impact - Role of practice over consumption of knowledge
• Power of generative ai to create content that works on the field
• Create an RM that can advise customers effectively without reliance on individual skills
• Personalizing customer interaction and communication to strengthen customer engagement

Join us for an evening of delicious food and drinks, connection with fellow mobile growth leaders, and insights sharing!