Posts tagged with "fintech"

The Rise of Alternative Lenders in Banking, Fintech, and Real Estate

Register Now

Private Lenders

As banks withdrew from CRE lending following the 2008 financial crisis, alternative lenders such as hedge funds, private-equity firms, and specialty debt funds stepped up to fill the void. Many traditional banks have not yet fully adapted to the shifting marketplace, and alternative lenders continue to gain market share.

Bank of the Ozarks, is but one example of a community bank that has successfully grown from a small, regional bank to become a dominant player in gateway market construction financing. As we move into the next economic cycle, CRE loans will likely default at higher rates than conventional financing.

This banking webinar covers the basics of alternative lending and associated regulatory risks, and highlights various strategies for banks to capitalize on this trend.

Pricing

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

Dates of Event

Monday, June 17, 2019

  • 2:00 – 3:00 pm (Eastern Time)
  • 1:00 – 2:00 pm (Central Time)
  • 12:00 – 1:00 pm (Mountain Time)
  • 11:00 – 12:00 pm (Pacific Time)

Credits

1.0 CPE Credits

Your Speaker(s)

Krasne

Will Krasne
Founding Principal
Spectre Equities LLC

About the Speaker

William Krasne is the founding principal of Spectre Equities, an entrepreneurial real estate investment firm focused on mid-market, value-add multifamily deals throughout the Mid-Atlantic. The firm has executed on more than $6M worth of property since inception. Prior to founding Spectre, William worked in real estate private equity at Starwood Capital Group and the Carlyle Group. At Starwood he was the lead analyst on more than $700M of closed hospitality transactions. At The Carlyle Group, he was responsible for managing assets that included a 5,000-unit multifamily portfolio in the Southwest, as well as a portfolio of high-end hotels in Florida. William began his career at Corbelis Management, a developer of master-planned communities, where he was responsible for underwriting new deals and managing the company’s active development pipeline of more than 2,500 housing units.

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Fixing Small Business Loans

Register Now

Small Business Loan

Lending to small business is expensive because of origination, underwriting, capital, and many related costs. Most banks lose money when they make a business loan below $250K. In some cases banks avoid making small loans, missing out on a relationship opportunity and providing an inroad for Fintech lenders. Other banks either do not understand their loan economics or accept their losses, relying on deposits and the sale of other services for relationship profitability, a risky approach.

This banking webinar focuses on highlighting the small loan problem and providing specific and practical near-term steps banks can take to turn losses into profits. As will be discussed, the solution involves addressing organizational issues, pricing opportunities, revisiting risk criteria, and, potentially, implementing selected technology.

Pricing

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

Dates of Event

Wednesday, May 22, 2019

  • 2:00 – 3:00 pm (Eastern Time)
  • 1:00 – 2:00 pm (Central Time)
  • 12:00 – 1:00 pm (Mountain Time)
  • 11:00 – 12:00 pm (Pacific Time)

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker(s)

Charles Wendel
Founder/Owner
Financial Institutions Consulting

About the Speaker

Charles Wendel, the President of Financial Institutions Consulting (FIC), had extensive practical experience as a bank lender, relationship manager, and workout specialist before becoming a management consultant. Prior to founding FIC over 20 years ago, he was a Partner at Mercer Consulting and an Engagement Manager with McKinsey & Co., Inc.

Charles has consulted to money center and regional banks, insurers, and diversified financial services companies, both in the U.S. and 15 other countries.

Charles earned an M.B.A. in Finance and Marketing from Columbia University in addition to an M.A. and M.Phil. in English; he received his undergraduate degree from New York University.

Register Now Pay by Check

Aligning Financial Services Customer Experience – 3 Part Webinar Series

Register Now

Customer Experience TransformationIt’s happening in pieces and parts. You are beginning the transformation process, moving away from a transaction orientation to a laser-focus on the customer / member experience.  You’ve probably made some changes to your online banking, perhaps taking the shiny new upgrade your vendor offered.  But when it comes to how your consumers will evaluate your service, how much have you really transformed?

In this 3-part financial services webinar series, FinTech pioneer David L. Peterson will lead your bank or credit union on a customer journey to dissect the magic behind a truly integrated customer/member experience transformation.

BONUS MATERIAL: Registered attendees will be offered a pre-event survey to provide experiences and insights that will be summarized and shared during this exclusive BankersHub 3-part event.

PART 1

Aligning Digital Transformation and the ‘Virtual Branch’

Tuesday, April 9, 2019

  • 2:00 – 3:00 pm ET
  • 1:00 – 2:00 pm CT
  • 12:00 – 1:00 pm MT
  • 11:00 – 12:00 pm PT
Much has been done to upgrade the online banking experience.  But in comparison to what can be consumed from online sites that we access everyday, the financial services industry is still lagging behind.

How can we transform our online banking application to a totally integrated experience that will thrill and delight our customers and members?

In this initial session on aligning the customer/member experience, we will examine the current state of the “virtual branch” and outline  minimum requirements that today’s customers and prospects demand. We will also discuss those features that will allow transformative banks and credit unions to stand out.

 

PART 2

Aligning Retail Delivery Transformation

Wednesday, April 10, 2019

  • 2:00 – 3:00 pm ET
  • 1:00 – 2:00 pm CT
  • 12:00 – 1:00 pm MT
  • 11:00 – 12:00 pm PT
How do you view your branch and other customer facing services (i.e.: call center, online chat, etc.)?  Are they co-equal to your virtual branch?  Or merely vestiges of atrophied elements of your “old” banking experience?

Some banks and credit unions believe that the future is in a digital-only (or at least digital-dominated) experience.  But people look at their money different than any other product or service.  There will always be a place for a transformed in-person experience but not one oriented to transactions.  The personal interactions of the future will be focused on engagement, with consultative selling, education and problem solving at the core of engagement services.

This second session will examine how true retail services engagement can occur in a measured but deliberate way that is cost effective yet transformative.

 

PART 3

Integrating Transformation of the Whole Customer Experience

Thursday, April 11, 2019

  • 2:00 – 3:00 pm ET
  • 1:00 – 2:00 pm CT
  • 12:00 – 1:00 pm MT
  • 11:00 – 12:00 pm PT
This final session will bring together the transformation elements from the digital and physical into a review and discussion of the overall customer experience journey.  How can you align the elements of digital and physical customer touch points to provide a consistent and satisfying customer experience?

This final session will address specific use cases that have been offered by webinar attendees, culled from the pre-bootcamp survey that will be delivered to all registered attendees. These real-world case studies will enlighten all attendees as we discuss specific strategies for eliminating confusion as we align the activities virtual branch with engagement the branch lobby.

The end result will be specific takeaways for your institution on which to build a strategically important plan to transform the whole customer experience.

Pricing

$549 for all 3 Webinars and Playbacks* *Playback has no expiration and may be shared internally

Want to register for just 1 or 2? Click on a link below to register for individual events. Just $249 each for webinar and playback*
Register for Part 1 ONLY
Register for Part 2 ONLY
Register for Part 3 ONLY

Credits for all 3

  • 4.8 AAP Credits
  • 4.5 CPE Credits

Your Speaker

David Peterson
President, U.S. Dataworks
Founder, i7 Strategies

About the Speaker

David Peterson is President of U.S. Dataworks, serving on the board of several industry related companies and associations, and is a serial entrepreneur with start-ups in retail and professional services.

David has inspired international audiences to rethink how innovation happens in their organization. He helps business leaders foster a culture of innovation that capitalizes on workforce diversity and instills accountability for driving growth. As the founder and CEO of Goldleaf Technologies, a leading provider of electronic payments software and a pioneer in the fintech industry, David understands the critical need to combat status-quo thinking to achieve sustainable profits and competitiveness in any industry.

David is the author of the best-selling book Grounded: Anchored Management for Strategic Leadership and Effective Decision-Making (Little River Publishing, 2016). His approach to strategic innovation has been praised by everyone from C-Suite executives to entrepreneurs to millennials.

Register Now Pay by Check

Aligning Financial Services Customer Experience – 3 Part Webinar Series

Register Now

Customer Experience TransformationIt’s happening in pieces and parts. You are beginning the transformation process, moving away from a transaction orientation to a laser-focus on the customer / member experience.  You’ve probably made some changes to your online banking, perhaps taking the shiny new upgrade your vendor offered.  But when it comes to how your consumers will evaluate your service, how much have you really transformed?

In this 3-part financial services webinar series, FinTech pioneer David L. Peterson will lead your bank or credit union on a customer journey to dissect the magic behind a truly integrated customer/member experience transformation.

BONUS MATERIAL: Registered attendees will be offered a pre-event survey to provide experiences and insights that will be summarized and shared during this exclusive BankersHub 3-part event.

PART 1

Aligning Digital Transformation and the ‘Virtual Branch’

Tuesday, April 9, 2019

  • 2:00 – 3:00 pm ET
  • 1:00 – 2:00 pm CT
  • 12:00 – 1:00 pm MT
  • 11:00 – 12:00 pm PT
Much has been done to upgrade the online banking experience.  But in comparison to what can be consumed from online sites that we access everyday, the financial services industry is still lagging behind.

How can we transform our online banking application to a totally integrated experience that will thrill and delight our customers and members?

In this initial session on aligning the customer/member experience, we will examine the current state of the “virtual branch” and outline  minimum requirements that today’s customers and prospects demand. We will also discuss those features that will allow transformative banks and credit unions to stand out.

 

PART 2

Aligning Retail Delivery Transformation

Wednesday, April 10, 2019

  • 2:00 – 3:00 pm ET
  • 1:00 – 2:00 pm CT
  • 12:00 – 1:00 pm MT
  • 11:00 – 12:00 pm PT
How do you view your branch and other customer facing services (i.e.: call center, online chat, etc.)?  Are they co-equal to your virtual branch?  Or merely vestiges of atrophied elements of your “old” banking experience?

Some banks and credit unions believe that the future is in a digital-only (or at least digital-dominated) experience.  But people look at their money different than any other product or service.  There will always be a place for a transformed in-person experience but not one oriented to transactions.  The personal interactions of the future will be focused on engagement, with consultative selling, education and problem solving at the core of engagement services.

This second session will examine how true retail services engagement can occur in a measured but deliberate way that is cost effective yet transformative.

 

PART 3

Integrating Transformation of the Whole Customer Experience

Thursday, April 11, 2019

  • 2:00 – 3:00 pm ET
  • 1:00 – 2:00 pm CT
  • 12:00 – 1:00 pm MT
  • 11:00 – 12:00 pm PT
This final session will bring together the transformation elements from the digital and physical into a review and discussion of the overall customer experience journey.  How can you align the elements of digital and physical customer touch points to provide a consistent and satisfying customer experience?

This final session will address specific use cases that have been offered by webinar attendees, culled from the pre-bootcamp survey that will be delivered to all registered attendees. These real-world case studies will enlighten all attendees as we discuss specific strategies for eliminating confusion as we align the activities virtual branch with engagement the branch lobby.

The end result will be specific takeaways for your institution on which to build a strategically important plan to transform the whole customer experience.

Pricing

$549 for all 3 Webinars and Playbacks* *Playback has no expiration and may be shared internally

Want to register for just 1 or 2? Click on a link below to register for individual events. Just $249 each for webinar and playback*
Register for Part 1 ONLY
Register for Part 2 ONLY
Register for Part 3 ONLY

Credits for all 3

  • 4.8 AAP Credits
  • 4.5 CPE Credits

Your Speaker

David Peterson
President, U.S. Dataworks
Founder, i7 Strategies

About the Speaker

David Peterson is President of U.S. Dataworks, serving on the board of several industry related companies and associations, and is a serial entrepreneur with start-ups in retail and professional services.

David has inspired international audiences to rethink how innovation happens in their organization. He helps business leaders foster a culture of innovation that capitalizes on workforce diversity and instills accountability for driving growth. As the founder and CEO of Goldleaf Technologies, a leading provider of electronic payments software and a pioneer in the fintech industry, David understands the critical need to combat status-quo thinking to achieve sustainable profits and competitiveness in any industry.

David is the author of the best-selling book Grounded: Anchored Management for Strategic Leadership and Effective Decision-Making (Little River Publishing, 2016). His approach to strategic innovation has been praised by everyone from C-Suite executives to entrepreneurs to millennials.

Register Now Pay by Check

Aligning Financial Services Customer Experience – 3 Part Webinar Series

Register Now

Customer Experience TransformationIt’s happening in pieces and parts. You are beginning the transformation process, moving away from a transaction orientation to a laser-focus on the customer / member experience.  You’ve probably made some changes to your online banking, perhaps taking the shiny new upgrade your vendor offered.  But when it comes to how your consumers will evaluate your service, how much have you really transformed?

In this 3-part financial services webinar series, FinTech pioneer David L. Peterson will lead your bank or credit union on a customer journey to dissect the magic behind a truly integrated customer/member experience transformation.

BONUS MATERIAL: Registered attendees will be offered a pre-event survey to provide experiences and insights that will be summarized and shared during this exclusive BankersHub 3-part event.

PART 1

Aligning Digital Transformation and the ‘Virtual Branch’

Tuesday, April 9, 2019

  • 2:00 – 3:00 pm ET
  • 1:00 – 2:00 pm CT
  • 12:00 – 1:00 pm MT
  • 11:00 – 12:00 pm PT
Much has been done to upgrade the online banking experience.  But in comparison to what can be consumed from online sites that we access everyday, the financial services industry is still lagging behind.

How can we transform our online banking application to a totally integrated experience that will thrill and delight our customers and members?

In this initial session on aligning the customer/member experience, we will examine the current state of the “virtual branch” and outline  minimum requirements that today’s customers and prospects demand. We will also discuss those features that will allow transformative banks and credit unions to stand out.

 

PART 2

Aligning Retail Delivery Transformation

Wednesday, April 10, 2019

  • 2:00 – 3:00 pm ET
  • 1:00 – 2:00 pm CT
  • 12:00 – 1:00 pm MT
  • 11:00 – 12:00 pm PT
How do you view your branch and other customer facing services (i.e.: call center, online chat, etc.)?  Are they co-equal to your virtual branch?  Or merely vestiges of atrophied elements of your “old” banking experience?

Some banks and credit unions believe that the future is in a digital-only (or at least digital-dominated) experience.  But people look at their money different than any other product or service.  There will always be a place for a transformed in-person experience but not one oriented to transactions.  The personal interactions of the future will be focused on engagement, with consultative selling, education and problem solving at the core of engagement services.

This second session will examine how true retail services engagement can occur in a measured but deliberate way that is cost effective yet transformative.

 

PART 3

Integrating Transformation of the Whole Customer Experience

Thursday, April 11, 2019

  • 2:00 – 3:00 pm ET
  • 1:00 – 2:00 pm CT
  • 12:00 – 1:00 pm MT
  • 11:00 – 12:00 pm PT
This final session will bring together the transformation elements from the digital and physical into a review and discussion of the overall customer experience journey.  How can you align the elements of digital and physical customer touch points to provide a consistent and satisfying customer experience?

This final session will address specific use cases that have been offered by webinar attendees, culled from the pre-bootcamp survey that will be delivered to all registered attendees. These real-world case studies will enlighten all attendees as we discuss specific strategies for eliminating confusion as we align the activities virtual branch with engagement the branch lobby.

The end result will be specific takeaways for your institution on which to build a strategically important plan to transform the whole customer experience.

Pricing

$549 for all 3 Webinars and Playbacks* *Playback has no expiration and may be shared internally

Want to register for just 1 or 2? Click on a link below to register for individual events. Just $249 each for webinar and playback*
Register for Part 1 ONLY
Register for Part 2 ONLY
Register for Part 3 ONLY

Credits for all 3

  • 4.8 AAP Credits
  • 4.5 CPE Credits

Your Speaker

David Peterson
President, U.S. Dataworks
Founder, i7 Strategies

About the Speaker

David Peterson is President of U.S. Dataworks, serving on the board of several industry related companies and associations, and is a serial entrepreneur with start-ups in retail and professional services.

David has inspired international audiences to rethink how innovation happens in their organization. He helps business leaders foster a culture of innovation that capitalizes on workforce diversity and instills accountability for driving growth. As the founder and CEO of Goldleaf Technologies, a leading provider of electronic payments software and a pioneer in the fintech industry, David understands the critical need to combat status-quo thinking to achieve sustainable profits and competitiveness in any industry.

David is the author of the best-selling book Grounded: Anchored Management for Strategic Leadership and Effective Decision-Making (Little River Publishing, 2016). His approach to strategic innovation has been praised by everyone from C-Suite executives to entrepreneurs to millennials.

Register Now Pay by Check

Regulation of Emerging Payment Technologies

Register Now

Without a doubt, Fintech companies have ushered in a new era of payment solutions that is outpacing and outmaneuvering the traditional banking industry. Fueled by the growing capabilities of cutting-edge, digital innovation such as biometrics, digital currency, and proximity devices, Fintech companies are radically transforming the payments industry at a faster pace than ever before.  The impact of these new technologies is transforming not just how, where and when payments are made, but consumers’ behavior and expectations.

As the Fintech ecosystem has evolved, banks and financial institutions are increasingly partnering with Fintech companies to position themselves at the center of this new digital era.  Financial institutions seeking to better understand the growing capabilities in the payments space won’t want to miss this event.  This information-packed payments webinar will address the array of emerging technologies shaping the payments industry, as well as the key issues, challenges and pitfalls relating to these products and systems.

Attendees to this banking webinar will learn:

  • The latest advancements and emerging trends in payment technologies
  • The influence of emerging payment systems on banks and financial institutions
  • How various payment models relate to money transmission
  • Risk management considerations and strategic guidance for managing risk
  • Regulatory and legal considerations related to new payments systems
  • Determining what qualifies as money in the new payments landscape
  • Key issues, challenges and pitfalls relating to emerging payment products and systems

Pricing

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

Dates of Event

Tuesday, April 9, 2019

  • 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

1.0 CPE Credits

Your Speaker(s)

Dena Somers

Dena Somers, Esq
Founder
finregPARTNERS

About the Speaker

Dena Somers is a highly regarded bank consultant and compliance attorney. She has provided regulatory compliance and risk management consulting services to financial institutions and companies in highly regulated industries nationwide for more than 20 years. Her areas of expertise include consumer and mortgage lending compliance, Fintech and specialty finance, regulatory compliance training, business strategy and best practice advisement, and corporate governance.

Throughout her career, Ms. Somers has advised hundreds of banking and financial institutions— ranging from local community banks to $50 billion financial holding companies— to achieve operational efficiency while ensuring regulatory compliance. Previously, Ms. Somers served as General Counsel to a national mortgage servicing company, Fintech lender, national money service business, and has represented financial institutions in a broad array of complex litigation matters for more than 15 years. Additionally, Ms. Somers is a published author for Lexis Nexis in the areas of Bank Teller training, loan policies, and loan documentation training.

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Fixing Small Business Loans

Register Now

Small Business Loan

Lending to small business is expensive because of origination, underwriting, capital, and many related costs. Most banks lose money when they make a business loan below $250K. In some cases banks avoid making small loans, missing out on a relationship opportunity and providing an inroad for Fintech lenders. Other banks either do not understand their loan economics or accept their losses, relying on deposits and the sale of other services for relationship profitability, a risky approach.

This banking webinar focuses on highlighting the small loan problem and providing specific and practical near-term steps banks can take to turn losses into profits. As will be discussed, the solution involves addressing organizational issues, pricing opportunities, revisiting risk criteria, and, potentially, implementing selected technology.

Pricing

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

Dates of Event

Tuesday, January 29, 2019

  • 2:00 – 3:00 pm (Eastern Time)
  • 1:00 – 2:00 pm (Central Time)
  • 12:00 – 1:00 pm (Mountain Time)
  • 11:00 – 12:00 pm (Pacific Time)

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker(s)

Charles Wendel
Founder/Owner
Financial Institutions Consulting

About the Speaker

Charles Wendel, the President of Financial Institutions Consulting (FIC), had extensive practical experience as a bank lender, relationship manager, and workout specialist before becoming a management consultant. Prior to founding FIC over 20 years ago, he was a Partner at Mercer Consulting and an Engagement Manager with McKinsey & Co., Inc.

Charles has consulted to money center and regional banks, insurers, and diversified financial services companies, both in the U.S. and 15 other countries.

Charles earned an M.B.A. in Finance and Marketing from Columbia University in addition to an M.A. and M.Phil. in English; he received his undergraduate degree from New York University.

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FinTech Payments Primer for Community Banks

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What Fintech is; Why it is Important; and How FinTech Works with Community Banks

FinTech companies are changing the way payments are moving using data analytics and streamlined payment rails to move payments faster. FinTech disruptors are different than FinTech partnerships for financial institutions. Community banks are beginning to document their payments strategies that will move money faster while adding data analytics to combat fraud in a real-time environment.

This payments webinar will focus on the difference between competing with FinTechs and partnering with FinTechs. Learn how community banks are approaching their strategic position in the quest for embracing efficiencies, scalability and the need to compete with larger financial institutions and companies. Also learn about the most common areas within a financial institution that FinTechs are utilized today.

Topics Covered:

  • FinTech defined
  • Disruptors vs. Partnerships
  • Community Bank approach to faster payments strategy

Pricing

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

Dates of Event

Wednesday, November 7, 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)

Terri Sands AAP CAMS
Founder, Secura Risk Management

About the Speaker

Terri Sands is a recognized leader in the Payments industry with decades of hands-on experience in payments compliance, risk management and more. She founded Secura Risk Management 8 years ago to deliver education, consulting and auditing services in the areas of payments risk management (ACH, RDC, Wire Transfer, Debit Cards), BSA/AML, fraud prevention, and physical security for financial institutions and FinTech companies. 

Terri is also Director of Payments Risk Management at State Bank & Trust (GA). Previously, she was Managing Director of Payments Information Circle, President of GACHA, and Training Manager for ACH Services at the Federal Reserve Bank. Terri has been an instructor for BankersHub for almost ten years.

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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