An invitation to Barlow Research's January 2019 First Friday Web Conference
Barlow Research Voice of the Business Customer
Web Conference Invitation
You're invited to.....
Barlow Research's January 2019 First Friday Web Conference
Account Officer Management: Identifying Strengths and Collecting Actionable Customer Feedback
Featuring: Mark Valentino (Citizens Bank), Timothy Bergstrom (Webster Bank), Donna Arce (Barlow Research Associates, Inc.) and Emily Anderson (Barlow Research Associates, Inc.)
Join us for one hour on:
Friday, January 11th, 2019
Noon Eastern, 11 am Central, 9 am Pacific
The Account Officer is the center of the middle market relationship. The Account Officer navigates the bank on behalf of the customer and empowers a team within the bank to effectively service the customer. Undoubtedly, some Account Officers are stronger than others in their role and the key is to identify strengths and effective work practices and emulate them throughout your organization.

Join Barlow Research on January 11th as we talk with two banks that have implemented Customer Relationship Audits to measure strengths and solicit actionable feedback from their customers. Learn about the culture of their banks as we discuss Account Officer attributes and best practices.

In this session you will learn about:
  • Key drivers of customer satisfaction with an Account Officer
  • Current Account Officer performance metrics
  • How banks have utilized Customer Relationship Audit studies to enhance service delivery
    This discussion is designed for anyone involved in middle market or small business relationship management, transformation, strategy, customer experience, sales, service, business development, training, market research or marketing.
    This web conference is free of charge to members of ANY of Barlow Research's Syndicated Research Programs (Small Business, Middle Market and/or Digital Business Banking). This web conference series is just another one of the benefits for our syndicated clients. Non-members may attend the webcast for $325.00 USD.
    Please register before Noon Central Time on Thursday, January 10th, 2019. All authorized registrants will receive a reminder email with connection instructions and a link to download a copy of the slide presentation on the afternoon of the day before the scheduled web conference.

    To learn more about becoming a member of Barlow Research's syndicated studies, please contact Marcia Kalfas at 763-253-1811.
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