CapPlus Webinar: Incentives for Small Business Officers: Building Appropriate Goals to Best Serve your Clients

Do your department and individual goals align with maximizing customer satisfaction? This webinar explores how an institution can design goals to motivate employees while increasing origination, sales, and cross-selling for overall profitability. The webinar covers:

  • Designing goals oriented towards small business clients across departments
  • Incentives: what to do, what not to do
  • How to design goals and incentives to:
    • Motivating strong customer service by all employees
    • Increasing profitability and satisfaction per client
    • Reducing turnaround time for the client
    • Incent graduating clients’ loan sizes while maintaining low delinquencies
  • Benefits of reducing sales-only incentives