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Striking a Balance Between Organizational Growth and Operational Efficiency Webinar


Financial services leaders are often faced with the choice of investing in client growth projects or streamlining business processes to cut costs. It is an age-old debate: What creates the most profit for the company and boosts the balance sheet? Let’s explore both areas and learn more about creating a thriving business model where both can exist in harmony.

What You’ll Learn

  • Defining your growth strategy and metrics for success
  • Evaluating who is an ideal client and the value can we provide
  • Team skillsets and ability to provide value and impact to clients
  • Defining business process improvement and metrics for success
  • A continuous improvement culture and mindset
  • Evaluating: Is the solution more people or a tool?

Who Should Attend
Presidents, CEOs, CFOs, COOs, Operational Officers/Directors/Managers, Growth/Sales Officers, Retail Banking Officers/Directors/Managers, and Marketing Directors will benefit from this webinar.