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Successfully Competing for Customers by Maximizing Your Online Presence



Presenters: Yvonne Tocquigny

Duration: 1 hour

Price: $249 / $199 for Affiliation Members

Your institution’s digital presence is the least expensive and most efficient “branch” you will ever open. The website serves clients, converts visitors into customers, and cross sells products and services at a much lower cost than what you can accomplish in a brick and mortar branch. Create a new profit center online and follow the best practices tested across industries. Join Yvonne Tocquigny, founder and CEO of Tocquigny, to learn how to implement a program that can help accomplish your business goals.

Those who invest in engaging the customers who depend on technology will grow and effectively take market share from those that don’t. We will discuss strategies that offer a competitive advantage and discuss how small-to medium-size financial institutions can:

  • Acquire new customers through digital marketing
  • Use their websites to capture a larger share of wallet from existing customers
  • Use search engine optimization to attract a higher socioeconomic customer
  • Use their websites to retain an existing customer base.

Examples of best practices in digital marketing for financial institutions will be outlined and include an overview of:

  • Website development
  • Search marketing
  • Social media marketing

BIO: Yvonne Tocquigny

Yvonne Tocquigny is founder and CEO of Tocquigny, an internationally recognized marketing firm that was founded in 1980. Tocquigny was named the #2 Interactive Agency in the nation by B-to-B Magazine and ranked a Top 10 Digital Agency by Adweek. ICONS Web Design: Studios  has also recognized Tocquigny as one of the top 100 web design firms in the world.

Tocquigny serves a broad range of clients including Dell Computer Corporation, Regent University, Teradata, Mass. Health Connector and numerous small businesses. She has consulted with clients such as Caterpillar, DTCC and AMD on how to efficiently structure and manage a marketing organization to produce results that C-level executives desire.

The firm provides a broad range of integrated services that help companies acquire new customers and retain the customers they have. These include research, strategic planning, lead generation, web site development, video production, event management, iPhone apps, social media, pay per click, search engine optimization and full creative services.

Yvonne is a frequent speaker for groups of CEOs in the Vistage organization. She speaks frequently for international Six Sigma organizations and is a regular speaker for groups of CEOs in the financial industry.

Continuing Professional Education Credit

Delivery Method: Group Internet-based       CPE Credits: 1
Program Level: Overview       Prerequisites: None       Advance Preparation: None
Registration: To register online, please select the REGISTER box in the upper right or call us at 1.800.477.1772

Sheshunoff Consulting + Solutions 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasbatools.com.

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