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Priming the Pipeline with Real Time, Actionable Prompts

Track: Relationship Management

Session Number: 3137
Date: Wed, Aug 26th, 2020
Time: 1:45 PM - 2:30 PM

Description:

Managing a portfolio often comes down to responding to and revisiting the same 10 to 20 prospects, resulting in a dry pipeline. What happens when the officer receives a real time prompt on the prospect? The answer is officers have a reason to reach out and qualification of new prospects increases. This session will discuss a variety of ways to achieve this result.
Session Type: Breakout Session (45 Minutes)

Learning Objective #1: Attendees will consider the things that keep an officer from qualifying new prospects
Learning Objective #2: Attendees will learn a variety of ways to provide actionable outreach opportunities
Software or Vendor Tools: Yes
Software or Vendor Tool Details: None required
Primary Competency: RM:Competency 7: Portfolio Management
Secondary Competency: RM:Competency 8: Pipeline Management
Tertiary Competency: PR:Competency 5: Utilizing Research Resources
Intended Audience Level: Level I
Recommended Prerequisites: None
Shop Size: All Shop Sizes
Session Type: Breakout Session (45 Minutes)

Learning Objective #1: Attendees will consider the things that keep an officer from qualifying new prospects
Learning Objective #2: Attendees will learn a variety of ways to provide actionable outreach opportunities
Software or Vendor Tools: Yes
Software or Vendor Tool Details: None required
Primary Competency: RM:Competency 7: Portfolio Management
Secondary Competency: RM:Competency 8: Pipeline Management
Tertiary Competency: PR:Competency 5: Utilizing Research Resources
Intended Audience Level: Level I
Recommended Prerequisites: None
Shop Size: All Shop Sizes