Remote Relationship Managers: A Way to Provide Valuable Human Interactions in a Digital World posted 10/11/2019







Featuring: Brad Mayer, Commercial Banking Segment Analyst for North America, Boston Consulting Group and Sandy Hanson, Barlow Research Associates, Inc.

There is no escaping the digital transformation that started decades ago. All of our small business customers are going through it on a personal level. This inherently impacts their expectations of how they want to run their businesses and the service they desire from their financial providers. Because of this, owners are changing the way they deal with their primary bank. While the branch is still important to many, we see the rise (in incidence of use and frequency of touches) of the digital channels, at the risk of potentially losing our human touch with these companies. Can we achieve valuable human interactions with these customers via a remote Relationship Manager (RM)?

Join Barlow Research for a one-hour webcast as we share Voice of the Business Customer data and hear from Brad Mayer on examples of remote RM models and how they can fit in with a bank’s segmentation.

You will learn about:

  • What channels are being used by small businesses and how that has changed over time
  • Which small businesses want in person visits from an Account Officer and if they are getting them
  • What are some examples of remote RM archetypes that have worked well in the market
  • How a remote RM can fit into a targeted client segmentation model

The presentation is designed for anyone involved in small business or business banking, relationship management, marketing, market research or line of business strategy.

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