Vertical IQ's Banking Webinar Series - Spring 2021

The rules of selling have been thrown out the window amid the pandemic. How are business bankers going to forge a path forward in this strange new world?

Join us for this free Vertical IQ Banking Webinar Series for leaders and bankers at financial institutions. The series features three unique sessions with a variety of expert presenters — each focusing on effective ways to reimagine your bank’s sales strategy and tactics to meet 2021’s challenges.

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2021 Banking Strategies & Trends

February 24, 2021 @ 1:00 pm ET Recorded

Watch this panel discussion to explore how banks can continue to evolve to meet this moment.

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Eight Keys for Remote Selling Success

March 10, 2021 @ 1:00 pm ET Recorded

How can banks (and bankers) reinvent the way they do business to accommodate our new “virtual” world?

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Social Selling: Content to Conversations

March 30, 2021 @ 11:30 am ET Recorded

In order to seal the deal on a new sale, you first must earn a conversation with the right decision-maker.

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2021 Banking Strategies & Trends

To Grow, Win, and Retain More Business

February 24, 2021 @ 1:00 pm ET Recorded

The business banking sector had to reinvent itself in 2020 to navigate the many issues created by the COVID-19 pandemic, and 2021 is poised to present its own set of challenges. Watch this panel discussion to explore how banks can continue to evolve to meet this moment.

Moderated by Bobby Martin, co-founder and CEO of Vertical IQ, this panel includes banking sales expert Jack Hubbard, Brynne Tillman, a leader in the digital marketing arena, and Robert Sims, SVP of retail banking at Hancock Whitney. The group discusses banking strategies such as how to effectively nurture relationships throughout the PPP process; how to make meaningful connections while remote selling; and critical sales tools to consider in 2021 including social selling.

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Eight Keys

For Remote Selling Success

March 10, 2021 @ 1:00 pm ET Recorded

Barlow Research has found that nearly 82 percent of business owners believe they need to have a personal connection with their account officer in order to have a strong relationship with their primary financial organization. So, how do bankers balance their clients’ desire to “see” them with the need to avoid face-to-face meetings amid the pandemic? How can banks (and bankers) reinvent the way they do business to accommodate our new “virtual” world?

In this webinar, banking sales expert Jack Hubbard will discuss the specific technology investments banks need to make to successfully shift their teams to remote selling — a trend that could continue beyond the pandemic. He also will share how bankers can better prepare for and execute on these virtual client and prospect calls by incorporating Industry Intelligence into their conversations.

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Social Selling:

From Content to Conversations

March 30, 2021 @ 11:30 am ET Recorded

In order to seal the deal on a new sale, you first must earn a conversation with the right decision-maker. Then, in your communications with that leader, you need to differentiate yourself from the competition and nurture the relationship by offering value. Simply pitching features and benefits won’t cut it.

But how do you even get your foot in that decision-maker’s door when face-to-face meetings are off the table? One avenue is through the effective use of social media, especially LinkedIn.

Join us for a webinar presented by digital marketing expert Brynne Tillman, who will share her advice on how to harness the power of social selling, incorporate Industry Intelligence to tailor your prospect communications via social media, and win over that key decision-maker.

Get Recording Here