Matthew Read

Head of Sales and Distribution – Asia Pacific & EMEA Citi Singapore


Pre-Conference Workshops: Tuesday, 3rd November 2020

10:30 AM Employee Power: A Way to Boost Your Revenue Through Close Customer Relationships

Stores transformation means redefined and close customer relationships. Even though, it may seem a simple step to take, many institutions struggle with inspiring their employees to build loyalty and deepen customer relationships. Make sure your employees see customers as business partners rather than just buyers, and this approach will bring a significant revenue increase if done correctly.

What Will This Workshop Cover:

Matthew Read from Citi Singapore is a recognized industry subject matter expert with more than 20 years experience in Australia and Asia. He delivers exceptional results looking after employee incentives, staff development programs and performance management. He knows best training methods to equip your workforce with highly desirable skills, as he has end-to-end accountability of sales & distribution across Asia Pacific & EMEA, incorporating USD $250 Billion AUM, 4800 frontline employee’s plus the branch/ATM network.

  • What soft skills are essential for your employees to get past the basics with customers
  • How to build loyalty through deeper customer relationships
  • How your staff can reduce stress and increase trust whist assisting customers with making complex buying decisions

Conference Day One: Wednesday, 4th November 2020

Saturday, April 11th, 2020

9:40 AM KEYNOTE SESSION: Transformation From a Salesperson into a Financial Advisor: How to Train Branch Staff to Equip Them With the New Skills They Need To Increase Sales Numbers

Citi Bank understands that branch innovation relates not only to design and technology, but also to workforce who represent their brand in their day-to-day tasks. The role of a Citi banker has changed over the last few years, as the financial industry is now starting to play a different role in their customers’ life. Learn how to inspire your staff to play a consultative role in your customers’ life and build more value conversation, and you are sure to see a revenue growth in no time.

Matthew Read from Citi Singapore has more than 20 year experience across financial industry in Australia and Asia. He delivers exceptional results looking after employee incentives, staff development programs and performance management. He has end-to-end accountability of sales & distribution across Asia Pacific & EMEA, incorporating USD $250 Billion AUM, 4800 frontline employee’s plus the branch/ATM network.

In this session learn:
  • Best training methods to equip your workforce with highly desirable skills
  • What are the key soft and hard skills branch staff should have
  • Advantages of having more value conversations and building real relationships with customers

4:20 PM Panel Discussion: How to Efficiently Innovate Branch Design for Different Sized Institutions

Branches are going thought a major redesign across the industry, but there is not a single, unify way that works for all institutions. Panelists will talk though their approach to redesign of their branches. You will learn what initiatives they have undergone, what their plans are and how the size of their institution has affected their decisions. Q&A will take place after all panelist presented their stories.

  • How branches changed in your organization in the last few years?
  • What benefits redesigning your branches brought to your organization?
  • What is your strategy for branches innovation in the future?

Check out the incredible speaker line-up to see who will be joining Matthew.

Download The Latest Agenda