Bankers Invitation
The San Diego Finance Forum invites you to hear potential customers tell you what they need to be a loyal customer.
San Diego is a competitive marketplace for banks. Small and large businesses need a different offer beyond traditional banking – some of their needs are small modifications to your existing services. Are you ready to listen to your customers request and feedback?
We’ve invited potential customers, CPAs, and bookkeepers to come talk with you. We are promising them that you will provide straight responses and you will listen. Our promise to you is the opportunity to share some of your frustrations too.
Click here to submit your tough questions. Here are a few we’ve heard …
- What does it take for you to be a loyal customer?
- What produces satisfaction for you beyond price?
- What additional services do you need from your banker that you are not getting?
Over breakfast, Jim Colville will moderate a discussion where you will hear “the Customer”, “the CPA”, and “the Bookkeeper” tell you how you can produce a competitive advantage with them, beyond other banks.
Space is limited. If you’d like to join us, registration is required.
To register, click here.
|
