Contact for queries :

Sales Officer



Customer Centricity, Analytics, & Community Banks

Customer centricity is the idea that banks should focus on the needs of their customers to achieve sustainable, valuable relationships. Using ideas developed by Wharton marketing researcher Peter Fader, this WiBinar will discuss how to develop performance metrics, product development, customer relationship management, and company culture to focus on the needs of the bank’s valued customers and increase long-term profits. The session will also cover why community banks are particularly well-suited to this approach. Finally, the presentation will use examples from different industries to illustrate how analytics can enhance these efforts.

Read More



Making the Shift to Digital Marketing

The marketing landscape is shifting to digital at a rapid rate, meaning it is now more crucial than ever for financial institutions to be present on all platforms customers use to shop for products & and services. The average person now spends more time online than with TV and all other media combined. This WiBinar will bring together all the components of a successful digital strategy to illustrate how to determine ROI through key performance metrics and how to use those findings to improve future campaigns.

Read More

Western Bankers Association

As a result of an exciting merger finalized on January 1, 2018, the Western Bankers Association (WBA) is now the primary association operating two divisions: California Bankers Association (CBA) and Western Independent Bankers (WIB). CBA will oversee all California and federal legislative and regulatory advocacy efforts, while WIB will oversee all conferences and professional development programs. Members of the respective associations will now be members of WBA.

Upcoming Events

Thu 22
Tue 27

2018 IRA Legislative Update

March 27 @ 9:00 am - 10:00 am
Tue 27

Red Flags in Tax Return Analysis

March 27 @ 2:00 pm - 3:00 pm
Wed 28

Making the Shift to Digital Marketing

March 28 @ 11:00 am - 12:00 pm
Wed 28