Training for primary users Follow up needed set up users send me and Tammy Hollon your Relationship Manager ccd here the new users name email title Follow up needed schedule training ID: 1028650
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1. ImplementationPhase I – How to Training/Overview (Bank Analyst Market tool)Training for primary usersFollow up needed: set up users (send me and Tammy Hollon, your Relationship Manager cc’d here, the new user’s name, email, title)Follow up needed: schedule training Review branch hierarchy and discuss custom DMAs (Trade Areas for branches) Phase II – Strategy Session with primary users – Marketing tacticsDiscuss ways to utilize data/best practice ideasSegmentation – identify and target / consumer-commercialBudgets/goal setting – based on market opportunity Gap Analysis – how are we penetrating the market in terms of customer and wallet shareTargeted Marketing – prospect list developmentEnsure understanding of data extracts for PlanningDetermine next steps for Strategist involvement Phase III – Training session with primary users – Finance (Bank Analyst Financial tool) Training for primary usersFollow up needed: identify primary contact (if different) and schedule training session Establish Peer Bank Group Build custom reporting to reduce current analysis prep timePhase IV – Peer Evaluation w/ Executive Team (or other)Anne to present a quarterly review – financial peer benchmarks and market opportunities