Identifying the Right Course of Action: Do Something With Your Data

Marketing & Sales

To remain operationally relevant in today’s financial services industry, banks must invest in data; yet, too many of them then fail to take action from insights. In this webinar, explore common fears about data that frequently become roadblocks to “doing something.” Topics to be discussed include interpreting insights for relevancy, validating assumptions, and achieving consensus on priorities. 

Who Should Attend: Technology Officer, Digital Strategy Officer, Marketing Officer, Marketing Strategist

Learning Objectives

  • Explore the latest U.S. trends on consumer research and data analysis 
  • Identify questions to ask when evaluating quantitative feedback from customers
  • Understand decision-making paradigms for qualitative versus quantitative research

Speaker Bio

Kris Rocky
Performance Partner
Center for Practical Management

Kris Rocky brings more than two decades of sales and marketing leadership helping business executives and their teams to achieve exceptional revenue growth in the financial services, direct-sales, and hospitality industries. She is a seasoned leader whose career has focused on coaching managers and employees to successfully embrace and deploy new product lines, new e-commerce platforms, employee development initiatives, and operational improvements. She provides a unique skill set to the team, including expert-level consulting in the areas of brand building, market research, and consumer engagement. Kris joined Center for Practical Management in 2016 to partner with the team in delivering customized training and development programs that nurture client teams to become enthusiastic change agents and ambassadors for their sales organization and culture.

Webinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every webinar

Additional Info

Participants will earn 1.0 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Refunds and Cancellations: Webinar registrations are non-refundable. If the registrant is unable to attend the designated time and date of the webinar, a playback link and any written materials will be provided within 2 business days following the conclusion of the webinar

Western Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its


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