Posts tagged with "long term deposit"

Quarterbacking Long Term Retail Deposits – Coaching and Measuring Long Term Deposit Growth

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Bank deposit growth

Quarterbacking Long Term Retail Deposits – Coaching and Measuring Long Term Deposit Growth

We share the best tools and systems for coaching branch managers and retail bankers to mature capacity and performance via leadership.  This session for leadership shows how we create the rigorous environment of high-performance expectation and execution to achieve superior results of volume, price, duration, and profit.  With so much depending upon securing properly-priced long-term retail deposits today it is hard to believe there could be a better investment opportunity than investing in the capacity of the front line to better deliver results at this time.

In this concluding webinar we will share the best ways to measure success; engage the front line; engage leadership; and handle exceptions.  Bringing everything together for a comprehensive system of understanding the environment; creating perceivable differentiation in our offers; having the right people make the right sequential presentation to long-term savers; using agility to adjust pricing for all the right business reasons; respecting the behavioral differentials between clients and getting them the right product to meet the needs and wants of all stakeholders.

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

Wednesday, May 29, 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 2 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®

Register Now

Quarterbacking Long Term Retail Deposits – Presenting and Selling Long Term Deposits

Register Now

Bank deposit growth

Quarterbacking Long Term Retail Deposits – Presenting and Selling Long Term Deposits

Learn how to develop a cohesive sales process that can be executed at the point of contact with reads and progressions.  Here we will focus on the presentation of offers in a sequential process that touches key principles in intentional ways to build confidence that our financial institution has flexible options, competitive pricing, and the best tools to help our depositors manage their money.

We will reference a recent article on Quarterbacking Retail Deposits and the essential talking points for consultative retail deposit sales.  This is the equivalent of “apologetics” for retail bankers.

Your institution has the ability to help people manage money they don’t yet need.  To become the financial institution of choice you need to present you offerings in a way that goes beyond rate alone.  This banking webinar is synthesis of all the elements together into an effective presentation.

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

Monday, May 13, 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 2 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®

Register Now

Quarterbacking Long Term Retail Deposits – Pricing Long Term Deposits

Register Now

Bank deposit growth

Quarterbacking Long Term Retail Deposits – Pricing Long Term Deposits

We all recognize that pricing impacts results.  Discover in this session how high-performance financial institutions address pricing to optimize financial results. The calibration of pricing for a sequentially offered series of product offers keeps our offerings fresh and dynamic in order to win and retain business without resorting to price matching.  The topics of attrition, cannibalization, and potential for rapid growth will be directly addressed.  As we enable bankers to better procure the raw material of banking, we will share some essential perspectives on how to assess pricing options and select calibrated pricing strategies that give your front line a competitive advantage in attracting and retaining properly-priced, long-term retail deposits.

Interest rate adjustments by the Federal Reserve and the bond market since December 2015 have changed the pricing environment for deposits.  For a decade, the only big mistake a bank could make with deposits was paying too much.  Now, paying too little could be choking off profits.

Every pricing manager must consider the likely consequences of various pricing options. This webinar is specifically designed to help pricing managers reassess the drivers of financial performance and recalibrate offerings to maximize results.

Topics Include:

  • Pricing Calibration Strategies
  • Using Customized CDs
  • Exploring Individual Deposit Pricing Exceptions
  • Power in New Products and Processes

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, April 23, 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 2 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®

Register Now

Quarterbacking Long Term Retail Deposits – New Dynamics of Handling Long Term Deposits

Register Now

Bank deposit growth

Quarterbacking Long Term Retail Deposits – New Dynamics of Handling Long Term Deposits

Handling the variety of issues and questions that retail bankers must address.  The audience can submit topics/questions before and during the webinar that they would like to see how they can be optimally addressed.  By applying enhanced processes, products, and sales tools to commonly experienced buyer objections the webinar attendees will observe how the front line can open new opportunities while legacy approaches often fail to overcome competitive offers that pay more.

We will address the evolution of front line bankers from order takers at the teller and new accounts desks to engaged financial professionals who know the ins and outs of all the options for long-term savers.  Think about watching a “Vitamix” demo that features the ideal way to get this accomplished.  We will also share thoughts about how to get other legitimate stakeholders to assist in your efforts to help depositors better manage their long-term savings.

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, April 16, 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 2 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®

Register Now

Quarterbacking Long Term Retail Deposits – Long Term Deposits Offerings

Register Now

Bank deposit growth

Quarterbacking Long Term Retail Deposits – Long Term Deposit Offerings

Assess the spectrum of financial institution offering alternatives for long-term savers.  We will highlight the competitive advantages often observed in the offerings of online banks, brokerage firms, community banks, credit unions, and large branch banks.  From that we will assess the advantages and disadvantages of a variety of familiar and innovative offerings.

This timely retail banking webinar will explore legacy products and innovations that range from the simple to the sophisticated.   We will also observe how over-used approaches can become detrimental when assumed to be “best practices” by assessing the financial impact they create.  We will evaluate the products that have been used for decades and introduce new approaches which have been specifically designed for times such as these.  You will learn about debit-only Companion Deposit Accounts.

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 26, 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 2 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®

Register Now