Preserving Humanity in Account Officer Relationships posted 08/07/2020






Featuring: Ryan Curley, Managing Director and Partner, The Boston Consulting Group (BCG) and Joel Mueller, Senior Research Analyst, Barlow Research Associates, Inc.

Face-to-face interactions between Account Officers and business customers have become increasingly difficult to facilitate through the COVID-19 pandemic. The risk of losing the human connection is real and it is important to know how this is impacting business perceptions. Is the industry ready to stand on technology to support one of banking’s most unique and time-tested characteristics: relationship management?

Join Barlow Research for a one-hour webcast to learn about how Account Officer relationships have evolved through COVID-19. Our special guest, Ryan Curley, Managing Director and Partner from the Boston Consulting Group will help guide us through the fundamentals of keeping business customers engaged through digital and relationship management channels.

In this session you will learn:

  • Which aspects of Account Officer relationships have changed since the pandemic
  • How important preserving a human connection is to business customers
  • How financial institutions can position themselves technologically to keep customers engaged

The presentation is designed for anyone involved in small business or middle market banking product management, payments, treasury services, transformation, digital banking, marketing, market research or line of business strategy.