Most banks follow an annual ritual whereby corporate goals for new account and balance generation are pushed down to their distribution channels and ultimately to individual sales associates. The most common level of goal aggregation is at the branch level, and the approaches by which banks allocate corporate goals to their branch sales units are many and varied. This seminar will discuss some of the more popular approaches and their respective strengths and weaknesses.

Then, using the example of the most sound and equitable approach, attendees will see examples of opportunity based goal setting along with the elements that make such an approach a superior method for goal allocation, including trade area construction, measuring competition, accounting for market demographics, and branch segmentation. At the end of the session attendees will have been exposed to the critical components of a successful goal allocation method.

Register now to learn more effective ways to manage branch sales with new goal setting techniques and strategies.