webinars Market Intelligence /marketintelligence/en/events/webinars/snl-banker-drive-customer-engagement-and-officer-accountability events-detail__hero js-detail-hero esgSubNav
Log in to other products


Looking for more?

Contact Us
Webinar Replays

SNL Banker: Drive Customer Engagement and Officer Accountability

Tuesday, September 22, 2020
1 Hour

Identify, engage, and manage customer interactions via a drip campaign - no CRM required. – Luke Smit

A multi-step marketing campaign performance management process using both the Cube and Date Warehouse to isolate customers or households, make contact with them, and measure the effectiveness of a campaign when no end-end CRM software is in place.

Officer Transfer Reporting – McKayla Woolridge

When a loan officer leaves the institution and their portfolio is distributed to other officers, it is often difficult to accurately understand what is resulting from the transfer vs organic growth. The Officer Transfer Reporting module within SNL Banker provides a standard solution that empowers organizations to easily manage and incentivize officers without manual effort.

Access Now


S&P Global Contributor
S&P Global Contributor
McKayla Wooldridge is an Associate Analyst for Customer Experience & Commerce at 451 Research, part S&P Global Market Intelligence. Full Bio
S&P Global Contributor
Keith Taylor is the Senior Product Manager for SNL Banker, joining the team in February of 2015. Full Bio
S&P Global Contributor

Alex, please download the S&P Networking App

The Platts Events mobile app puts conference navigation and networking at your fingertips. Available one week before the event, the mobile app gives delegates :

  • Advance access to the attendee list
  • Live agenda updates and networking activities
  • Immediate access to speaker presentations
  • Essesntial, real-time event details and notifications
  • Upload a profile photo, set up a meeting, amd more

* Platts attempts to secure as many speaker presentations as possible, however some speakers choose not to share their materials. Therefore some presentations may not become available. Additionally speaker presentations for this event are only available for download from the networking mobile app and web link

Reserve your spot for this webinar

Free to register

Access this webinar on demand
Access Now