The Top 10 Reasons Consumers Leave Their Bank

(90-minute webinar – recording also available)

Monday, March 15, 2021

12:00 PM Pacific       1:00 PM Mountain

2:00 PM Central       3:00 PM Eastern

Why did that accountholder leave your financial institution?  Which “pain points” were the culprits?  How many households are unhappy – or have already decided to switch?  Join us to learn the latest results and demographics from the world’s largest banking survey. 

IN THIS WEBINAR YOU WILL LEARN

• How many US households are currently switching financial institutions?
• How many additional households are unhappy and might leave soon?
• How has the pandemic affected switching?
• What primary pain points cause people to leave?
• What marketing message will win the market share in play?

WEBINAR DETAILS

Get an exclusive first peek at the very latest Rivel Banking Benchmarks, the world’s largest banking survey.  It is conducted with over 200,000 consumers from over 3,000 US banking institutions.  Learn what consumers say about their institutions regarding:

• Customer service elements, including responsiveness, friendliness, staff training, proactivity, etc.
• Technology components like online banking, ATMs, call centers, mobile apps, etc.
• Policy decisions, including rates, fees, personal data safety, etc.

This webinar will focus on the elements that are making households unhappy enough to switch and will show the differences by area (region, state, and locality) and demographics (millennials, high income households, women, etc.).  If you are interested in gaining more customers or learning what your accountholders really think of you, this will be a very productive webinar for you.

WHO SHOULD ATTEND?

This informative session is designed for leaders in marketing, sales, and retail banking, and leaders tasked with growing market share. 

TAKE-AWAY TOOLKIT

• The local ranking on one key customer metric for any attendee from an institution covered by the Benchmarks
• Employee training log
• Interactive quiz 

DON’T MISS THIS RELATED WEBINAR!

Survey Says! The Top 10 Reasons Businesses Move Their Accounts

on Thursday, August 26, 2021 

    MEET THE PRESENTER - Bruce Paul, Rivel, Inc.

Bruce Paul oversees Rivel’s banking research business, CXLign – Banking, which uses the results of its vast Customer and Prospect Benchmarks survey dataset to produce focused reports on specific institutions within a particular area, and helps financial institutions measure their competitive position and track their performance. As a leading expert in banking consumer research, Bruce is a regular speaker at industry conferences and has helped numerous financial institutions develop consumer experience programs.

Before joining Rivel, Bruce founded Customer Experience Solutions and created the Banking Benchmarks, the largest syndicated banking studies in the world.  Bruce holds a bachelor’s in Political Economy and Asian Studies from the University of California, Berkeley, and a master’s in Cantonese from the University of Hong Kong.

THREE REGISTRATION OPTIONS – WHAT YOU GET

1. Live Webinar Includes

• Unlimited connections within your institution to the Live Webinar
• Handout and Take-Away Toolkit
• Available on desktop, mobile & tablet
• Presenter’s contact info for follow-up 

2. Recorded Webinar Includes

• Recording of the Live Webinar
• Available two business days following Live date
• Handout and Take-Away Toolkit
• Available on desktop, mobile & tablet
• Free Digital Download, yours to keep
• Share link with anyone at your institution
• Presenter’s contact info for follow-up

3. Purchase the BOTH Option to receive all the benefits listed above! Full registration descriptions can be found here.

Note: All materials are subject to copyright. Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.

AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE