While traveling to conferences and attending industry events across the country, we spend a lot of time with bankers. Their challenges might be slightly different, but the common denominator is their desire in finding ways to make better decisions, improve efficiency and increase profitability. Where PrecisionLender sees an opportunity to make an impact (in a BIG way), is by hosting a conference with other industry leaders that will encourage banks to think more strategically and accomplish those three things.
One question we’ve started asking bankers over the past six months is – If your “core system” is the heart of the bank, where is the brain?
During a webinar from January, our CEO shared a new perspective of what a bank’s value chain should look like. (Check out slide 11; minutes 18:45 – 21:20 for more information)
Here's the webinar...
We also hosted a podcast in May to unveil a little more about these components and how the brain of the bank is wired. Much like the four lobes of the human brain (frontal, parietal, occipital and temporal), there are four parts to the brain of the bank and what we believe will be the perfect framework for topics and discussions at our conference.
Here are the four components...
Customer Relationship Management (Salesforce, Microsoft Dynamics)
Pricing & Profitability Management (PrecisionLender)
Workflow Management (WebEquity, nCino)
Portfolio Management (Darling Consulting Group)
Here is the link to the podcast...
We need help with naming this conference - something with longevity that captures the value of all four parts of the brain, how they work together, how they help you think and how they give you the brain power to be better, more efficient and more profitable. the name has to be something we can trademark and own.
Here’s an example of a conference we recently attended whose conference name was awesome..
Gainsight, a SaaS company pioneering how to improve Customer Success, just hosted their annual conference - “Pulse”. Why “Pulse”? Because the conference is all about helping people in the Customer Success industry learn how to check the “pulse” of their customers – keep them engaged, increase adoption, etc. – so they can retain and learn from them for years to come.