Friday, May 7, 10:30 - 11:45	view all sessions this time
Banker's	view all sessions this track

706-Sales Strategies: Growing Your Cash Management Customer Base

Financial institutions are looking to increase non-interest fee income, increase deposits, and create stickier customer relationships. And there is a huge market segment of small businesses that are not paying for services today. The effort to increase cash management sales to new customers and to cross sell services to existing customers requires internal focus as well as focus on the marketplace. We'll talk about how to make both the internal and external efforts successful to grow your cash management customer base.

Learning Objectives:
	Align internal resources with the sales effort
	Target market segments
	Learn sales strategies for ACH, Remote Deposit, and Small Business

Lucy Suarez, CTP, Fiserv Lucy Suarez is a Senior Business Consultant in the Electronic Banking Division of Fiserv. In her 17 years at Fiserv, Lucy has worked as the Training Manager for cash management applications for financial institutions and their commercial customers, as an internal consultant within the Product Management group, and as Senior Business Consultant on the Business Development team. She is very involved in the pre-sales effort for cash management and post-sales implementations and in marketing cash management products and services. She has a BA in Marketing, is a Certified Treasury Professional and a frequent speaker at regional and national treasury conferences.