Calendar of Events
FREE Event: 5 Strategic Solutions You Need to Offer Business Customers in 2019
May 29 @ 2:00 pm - 3:00 pm EDTFree
As financial institutions ponder the changes in delivering financial services, it becomes increasingly evident that focusing on businesses should be a high priority. They are your best, most profitable customers or members. The question we should be asking is “Are we a strategic partner to our current and future business customers”?
By examining how you become strategic, you can focus on business services that go beyond the tactical and provide a benefit beyond traditional cash management / treasury services. When FIs assist businesses in lowering their costs, provide business growth assistance or enhance the customer experience, they become a strategic partner to those businesses.
This banking webinar will highlight 5 specific opportunities FIs should consider in order to transition from a “financial institution” into a valued strategic partner.
FREE for Webinar and Playback*
Dates of Event
Wednesday, May 29, 2019
About the Speaker
David Peterson is President of U.S. Dataworks, serving on the board of several industry related companies and associations, and is a serial entrepreneur with start-ups in retail and professional services.
David has inspired international audiences to rethink how innovation happens in their organization. He helps business leaders foster a culture of innovation that capitalizes on workforce diversity and instills accountability for driving growth. As the founder and CEO of Goldleaf Technologies, a leading provider of electronic payments software and a pioneer in the fintech industry, David understands the critical need to combat status-quo thinking to achieve sustainable profits and competitiveness in any industry.
David is the author of the best-selling book Grounded: Anchored Management for Strategic Leadership and Effective Decision-Making (Little River Publishing, 2016). His approach to strategic innovation has been praised by everyone from C-Suite executives to entrepreneurs to millennials.