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Striking a Balance Between Organizational Growth and Operational Efficiency Webinar

March 15, 2024 10:00 am - 11:30 am

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.