Posts tagged with "deposit growth"

Quarterbacking Long Term Retail Deposits – Principles of Long Term Deposits

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Bank deposit growth

Quarterbacking Long Term Retail Deposits – Principles of Long Term Deposits

Explore the environment, situation, and principles of long-term retail deposits.  This session sets the stage for thinking clearly about the long-term saver’s interests, motivations, beliefs and behaviors.  We address the four key drivers of success for every financial institution and relate them to securing properly-priced long-term retail deposits.

Each attendee will develop a robust awareness of the context of long-term retail deposits at the industry, bank, and front-line level.  We equip bankers to anticipate future interest rate movements and assess the impact of attrition, price elasticity, growth, and cannibalization.  We will discuss the essential elements of an effective retail deposit growth strategy.

The 6-Part “Quarterbacking Long Term Retail Deposits” Webinar Series

In order to attract and retain properly-priced, long-term retail deposits in this environment financial institutions are redesigning their approach to long-term savers.  Offering the static rate sheet and a cup of coffee is not enough to win and retain long-term deposits today.

In this series of banking webinars you will get the opportunity to interact with the latest in the science and art of long-term deposits.  This series of webinars can be viewed separately or in sequence by bank executives, as well as experts from treasury/finance; retail; client experience; technology; and marketing.

Each of the webinars will introduce effective and efficient approaches to the legacy offerings of our industry that have been used by innovative high-performance financial institutions.  Innovation is more than a buzz word at these institutions that have adopted new processes, products, analytic tools, and the comprehensive training to inform, equip, and empower their front line to significantly better serve long-term depositors without resorting to paying the highest interest rates.

Finally, every attendee will have the opportunity to interact with the presenter to maximize the relevancy of the material covered in this series.  The findings from decades of discovery across a great number of banking facilities and front line bankers will be presented.  These sessions will offer dozens of reference materials that can be researched before and after the webinar presentations.

Sign up now for the ENTIRE 6-part series for just $695, (or click on a title below to read more and register for individual sessions for just $249 each)

1) Principles of Long Term Deposits (Mar 05, 2019 12:00 pm – 1:00 pm ET)
2) Long Term Deposits Offerings (Mar 26, 2019 12:00 pm – 1:00 pm ET)
3) New Dynamics of Handling Long Term Deposits (Apr 16, 2019 12:00 pm – 1:00 pm ET)
4) Pricing Long Term Deposits (Apr 23, 2019 12:00 pm – 1:00 pm ET)
5) Presenting and Selling Long Term Deposits (May 13, 2019 12:00 pm – 1:00 pm ET)
6) Coaching and Measuring Long Term Deposit Growth (May 29, 2019 12:00 pm – 1:00 pm ET)

All 6 Sessions

Date of Event

Tuesday, March 5, 2019
12:00 – 1:00 pm ET
11:00 – 12:00 pm CT
10:00 – 11:00 am MT
9:00 – 10:00 am PT

Pricing
$249 for Part 1 ONLY plus playback*

$695 for Entire 6-Part Series
*Playbacks do NOT expire and may be shared internally.

Credits per Webinar

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker

Neil Stanley

Neil Stanley
CEO and Founder – CorePoint

About the Speaker

Neil Stanley has been a banker for over 25 years. Neil was the CEO of $750 million Northwest Bank in Spencer, Iowa which operates in Omaha, Nebraska, Des Moines, and the Northwest Iowa regions. Prior to Northwest Bank, Neil was an executive for over 22 years with what became the largest privately held banking organization in the country – First National of Nebraska / Lauritzen Corporation. He served First National as Chief Investment and Liquidity Officer and Lauritzen Corporation as Vice President in general administration and supervision of community banks.

In 2009, Neil founded CorePoint (formerly known as ‘Bank Performance Strategies’). His company helps client banks attract properly-priced, longer-term core retail deposits. Bank Performance Strategies supports clients across the country with sales performance analytics, sales training, and a web-based pricing and sales platform.

Neil has received two patents for components of CoreCD®

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Winning Customer Deposits in the Digital Age (3-Part Webinar Series)

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The deposit market is shifting as interest rates rise, bank customers push for higher yields and fintechs including SoFi try to move into traditional banking.

This 3-part Deposit Bootcamp redefines deposit strategy for the digital age and the coming changes including younger demographics, the rise of non-banks and digitization. We explore non-financial approaches to attract and retain customers, how to leverage psychological biases, pricing strategy, offer-presentment and data analytics to stay relevant.

Buy 1, 2 or all 3 banking webinars (and Save $$)

PART 1

Innovative Deposit Product Features and Customer Experience Mgmt

Monday, October 22, 2018

  • 12:00 – 1:30 pm ET
  • 11:00 – 12:30 pm CT
  • 10:00 – 11:30 am MT
  • 9:00 – 10:30 am PT
  • Global trends and best practices on deposit innovation
  • Creating a needs-based customer segmentation
  • Evaluating feature preferences and willingness to pay
  • Bundling and packaging optimization

PART 2

Pricing Analytics, Elasticity and Optimization Modeling

Tuesday, October 23, 2018

  • 12:00 – 1:30 pm ET
  • 11:00 – 12:30 pm CT
  • 10:00 – 11:30 am MT
  • 9:00 – 10:30 am PT
  • Price elasticity modeling
  • Price optimization modeling
  • Price promotion theory
  • Promotion campaign management

PART 3

Presentment and Engagement at the Digital Point-of-Sale

Wednesday, October 24, 2018

  • 12:00 – 1:30 pm ET
  • 11:00 – 12:30 pm CT
  • 10:00 – 11:30 am MT
  • 9:00 – 10:30 am PT
  • Consumer behavioral biases at the point-of-sale
  • Push vs. pull: New thinking on digital cross-selling
  • The holy grail: Nudging primary banking behavior through digital
  • Digital sales tool implementation considerations

Pricing

$549 for all 3 sessions with Playbacks that do not expire (event previously recorded)
$249 for individual sessions and playback
Register for Part 1 ONLY
Register for Part 2 ONLY
Register for Part 3 ONLY

Credits

5.4 AAP Credits
4.5 CPE Credits

Your Speakers

Dr. Wei Ke
Managing Partner
North America Financial Services
Simon-Kucher
Betty Cowell
Senior Adviser
Retail Financial Services
Simon-Kucher

  

About the Speakers

Dr. Wei Ke is a Partner based in Simon-Kucher’s New York and Toronto offices. He currently heads the company’s financial services activities in North America and is Managing Partner of Simon-Kucher Canada. Prior to Simon-Kucher, Wei’s professional and academic experience also covered consumer retail, self-storage, healthcare, shipping, and renewable energy industries. Wei is currently also an adjunct professor for pricing and marketing analytics at Columbia Business School and at Queen’s University Smith School of Business.

Betty Cowell is a senior advisor at Simon-Kucher & Partners. She has extensive experience in retail banking, deposits, debit card and sales service performance. Betty’s experience includes leading the development of business strategies for business banking and retail segments at Whitney Bank, and managing retail sales and service, deposit and debit card products at Wachovia Bank.

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Winning Customer Deposits in the Digital Age (3-Part Webinar Series)

Register Now

The deposit market is shifting as interest rates rise, bank customers push for higher yields and fintechs including SoFi try to move into traditional banking.

This 3-part Deposit Bootcamp redefines deposit strategy for the digital age and the coming changes including younger demographics, the rise of non-banks and digitization. We explore non-financial approaches to attract and retain customers, how to leverage psychological biases, pricing strategy, offer-presentment and data analytics to stay relevant.

Buy 1, 2 or all 3 banking webinars (and Save $$)

PART 1

Innovative Deposit Product Features and Customer Experience Mgmt

Monday, October 22, 2018

  • 12:00 – 1:30 pm ET
  • 11:00 – 12:30 pm CT
  • 10:00 – 11:30 am MT
  • 9:00 – 10:30 am PT
  • Global trends and best practices on deposit innovation
  • Creating a needs-based customer segmentation
  • Evaluating feature preferences and willingness to pay
  • Bundling and packaging optimization

PART 2

Pricing Analytics, Elasticity and Optimization Modeling

Tuesday, October 23, 2018

  • 12:00 – 1:30 pm ET
  • 11:00 – 12:30 pm CT
  • 10:00 – 11:30 am MT
  • 9:00 – 10:30 am PT
  • Price elasticity modeling
  • Price optimization modeling
  • Price promotion theory
  • Promotion campaign management

PART 3

Presentment and Engagement at the Digital Point-of-Sale

Wednesday, October 24, 2018

  • 12:00 – 1:30 pm ET
  • 11:00 – 12:30 pm CT
  • 10:00 – 11:30 am MT
  • 9:00 – 10:30 am PT
  • Consumer behavioral biases at the point-of-sale
  • Push vs. pull: New thinking on digital cross-selling
  • The holy grail: Nudging primary banking behavior through digital
  • Digital sales tool implementation considerations

Pricing

$549 for all 3 sessions with Playbacks that do not expire (event previously recorded)
$249 for individual sessions and playback
Register for Part 1 ONLY
Register for Part 2 ONLY
Register for Part 3 ONLY

Credits

5.4 AAP Credits
4.5 CPE Credits

Your Speakers

Dr. Wei Ke
Managing Partner
North America Financial Services
Simon-Kucher
Betty Cowell
Senior Adviser
Retail Financial Services
Simon-Kucher

  

About the Speakers

Dr. Wei Ke is a Partner based in Simon-Kucher’s New York and Toronto offices. He currently heads the company’s financial services activities in North America and is Managing Partner of Simon-Kucher Canada. Prior to Simon-Kucher, Wei’s professional and academic experience also covered consumer retail, self-storage, healthcare, shipping, and renewable energy industries. Wei is currently also an adjunct professor for pricing and marketing analytics at Columbia Business School and at Queen’s University Smith School of Business.

Betty Cowell is a senior advisor at Simon-Kucher & Partners. She has extensive experience in retail banking, deposits, debit card and sales service performance. Betty’s experience includes leading the development of business strategies for business banking and retail segments at Whitney Bank, and managing retail sales and service, deposit and debit card products at Wachovia Bank.

Register Now Pay By Check

Winning Customer Deposits in the Digital Age (3-Part Webinar Series)

Register Now

The deposit market is shifting as interest rates rise, bank customers push for higher yields and fintechs including SoFi try to move into traditional banking.

This 3-part Deposit Bootcamp redefines deposit strategy for the digital age and the coming changes including younger demographics, the rise of non-banks and digitization. We explore non-financial approaches to attract and retain customers, how to leverage psychological biases, pricing strategy, offer-presentment and data analytics to stay relevant.

Buy 1, 2 or all 3 banking webinars (and Save $$)

PART 1

Innovative Deposit Product Features and Customer Experience Mgmt

Monday, October 22, 2018

  • 12:00 – 1:30 pm ET
  • 11:00 – 12:30 pm CT
  • 10:00 – 11:30 am MT
  • 9:00 – 10:30 am PT
  • Global trends and best practices on deposit innovation
  • Creating a needs-based customer segmentation
  • Evaluating feature preferences and willingness to pay
  • Bundling and packaging optimization

PART 2

Pricing Analytics, Elasticity and Optimization Modeling

Tuesday, October 23, 2018

  • 12:00 – 1:30 pm ET
  • 11:00 – 12:30 pm CT
  • 10:00 – 11:30 am MT
  • 9:00 – 10:30 am PT
  • Price elasticity modeling
  • Price optimization modeling
  • Price promotion theory
  • Promotion campaign management

PART 3

Presentment and Engagement at the Digital Point-of-Sale

Wednesday, October 24, 2018

  • 12:00 – 1:30 pm ET
  • 11:00 – 12:30 pm CT
  • 10:00 – 11:30 am MT
  • 9:00 – 10:30 am PT
  • Consumer behavioral biases at the point-of-sale
  • Push vs. pull: New thinking on digital cross-selling
  • The holy grail: Nudging primary banking behavior through digital
  • Digital sales tool implementation considerations

Pricing

$549 for all 3 sessions with Playbacks that do not expire (event previously recorded)
$249 for individual sessions and playback
Register for Part 1 ONLY
Register for Part 2 ONLY
Register for Part 3 ONLY

Credits

5.4 AAP Credits
4.5 CPE Credits

Your Speakers

Dr. Wei Ke
Managing Partner
North America Financial Services
Simon-Kucher
Betty Cowell
Senior Adviser
Retail Financial Services
Simon-Kucher

  

About the Speakers

Dr. Wei Ke is a Partner based in Simon-Kucher’s New York and Toronto offices. He currently heads the company’s financial services activities in North America and is Managing Partner of Simon-Kucher Canada. Prior to Simon-Kucher, Wei’s professional and academic experience also covered consumer retail, self-storage, healthcare, shipping, and renewable energy industries. Wei is currently also an adjunct professor for pricing and marketing analytics at Columbia Business School and at Queen’s University Smith School of Business.

Betty Cowell is a senior advisor at Simon-Kucher & Partners. She has extensive experience in retail banking, deposits, debit card and sales service performance. Betty’s experience includes leading the development of business strategies for business banking and retail segments at Whitney Bank, and managing retail sales and service, deposit and debit card products at Wachovia Bank.

Register Now Pay By Check

How to Grow Deposits in this Competitive Banking Market

Bank deposit growthBanks, especially smaller Regional and Community institutions, along with Credit Unions, are facing continued pressure to both retain and attract new deposits as pressure from larger institutions as well as non-banking players and investment firms continues to grow. Charles Wendel, Founder of Financial Institutions Consulting, recommends that banks and credit unions develop a ‘Deposit Growth Checklist’ to focus efforts on increasing deposit share in this market. Putting someone in charge of deposits ranks as the top item in Charles’ checklist. “This is the person who goes to bed and wakes up every day thinking about ways to grow the institution’s deposits,” he goes on to say. Focusing all retail and business bankers on deposit generation as part of their foundational job description is also at the top of the checklist. Charles also believes that management needs to cover open issues as part of the bank’s deposit building initiative. This would include general areas of concern such as Market Positioning, Sales Responsibilities, Channel Management, and Pricing Strategies.

Join Charles Wendel May 23rd (12:00 ET) as he goes through these critical recommendations and insights in his webinar, “Growing Deposits in a Competitive Banking Environment“.

Building the Professional Segment to Strengthen your Institution

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Professionals provide banks with attractive lending, deposit, and investment opportunities. They allow banks to capture both personal and commercial business wallet share. However, this is a group that is attractive to your competitors, also and requires planning for success.

The focus of this banking webinar includes:

– Why are professionals attractive?

– What products/services are required?

– How do you reach them?

– What are some industry best practices?

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally. 

Dates of Event

Friday, March 23, 2018

  • 12:00 – 1:00 pm (Eastern Time)
  • 11:00 – 12:00 pm (Central Time)
  • 10:00 – 11:00 am (Mountain Time)
  • 9:00 – 10:00 am (Pacific Time)

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker(s)

Register Now Pay by Check