Use Market Analytics and Strategic Planning to Improve Performance

Thu, Sep 14, 2017 11:02 AM CDT{LOCAL_TZ}

Use Market Analytics and Strategic Planning to Improve Performance

Content by Plansmith

Thu, Sep 14, 2017 11:02 AM CDT

Banks that excel at executing their strategic plan outperform their peers. Market analytics are the foundation of a well-conceived strategic plan. This session will explore the power of demographic data and market segmentation in branding, branch planning, and product design. Learn where to play and how to win.

Where to play:

  • Quantify the deposit and loan balance potential in prospective markets
  • Model market demand from competitive analysis in target markets
  • Determine where to succeed with your products and brand

How to win:

  • Use advanced analytics to drive investment decisions on customer-facing and digital banking services
  • Build branch goals from both customer and market data
  • Create a sales and marketing plan that aligns with each unique market you serve

Special Offer: Register & attend and be entered to win 1 of 3 Yeti tumblers!


Featured Speakers:

Kevin Stang
Strategy Advisor,

Jim Fugitte
Director of Strategic Advisory Services,


45 years. That’s how long Plansmith has helped banks compete, earn, and grow. It’s our mission, which we accomplish through strategic planning, budgeting, IRR and advisory services. Join the growing list of banks that achieve exceptional levels of long-term performance they hadn’t thought possible.

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