Using Financial Services Research
to Market Bank Products and Services

What is financial services research? How many of us go through the process of conducting the research but then fail to apply the results of that research to enhance existing products or develop and implement new products for our customers? For a better understanding of how to conduct and use the results of your research, plan to be at the May seminar where our panel of experts will share their experiences.

Speakers:

LARRY COHEN
Director, Strategic Business Insight’s
Consumer Financial Decisions
As director of the CFD group, Larry manages and markets all related syndicated research programs. He also manages comprehensive survey research methodology, including sampling, data collection, field supervision, cleaning, data processing, analysis and presentation of results; multivariate statistical analysis; and marketing of consumer survey research covering an exhaustive range of services, products and topics.

MICHAEL FLYNN
Vice President, Raddon Financial Group
Michael joined Raddon in August of 2009 to design and deliver marketing solutions around client’s specific objectives. He brought with him more than 20 years financial services experience to Raddon, including roles in marketing, sales and operations. Over the past 12 years, Michael’s success has been in marketing strategy development with an added record for the successful implementation of marketing-driven products in support of customer acquisition, retention and cross-sell.

MICHAEL R. HOFFMAN
Founder, Client x Client, LLC
A pioneer in monetizing customers and customer experience, Michael has spent more than 20 years helping companies use research and analysis to improve bottom line performance that can be measured customer by customer. He speaks the language of sales, operations, finance and technology all with a customer dialect. His “customers are everyone’s business” approach invigorates employees across a company spurring innovation, enthusiasm and a contagious passion to build, sell and deliver customer worthy solutions.

RESERVE YOUR SEAT TODAY!
Date:
Wednesday, May 5, 2010

Place:
Crowne Plaza
36 Valley Road
Clark, NJ 0706
(Exit 135 - Garden State Parkway)

Time:
8:30am – 11:30am

Cost:
$50 Early Registration (before 04/23/10)
$60 at the Door

Make checks payable to: BMA-NJ
(Tax ID 23-735-8109)

Seminar fee includes continental breakfast.