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SNL Banker: Drive Customer Engagement and Officer Accountability

Tuesday, September 22, 2020
11:00 am - 12:00 pm EDT
Live, Online

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.

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S&P Global Contributor
S&P Global Contributor
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 :

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