Win the Battle for Deposits

Live Session
From $209.00
  • February 2, 2023, 2:00 pm   EST
Training Includes:
  • Certificate of Attendance
  • All resources and training materials
  • An on-demand recording will be available after the live presentation.

Banking veteran Neil Stanley will reveal new tactics you can use immediately to improve profit in your institution. You will learn how to use today’s higher-interest environment to your advantage.

What You Will Learn

  • How can refinancing term deposits increase revenue and profit?
  • What can you do to win deposits without matching interest rates?
  • How can hybrid savings accounts deliver liquidity and high yield?
  • How can daily redemption options unleash value to depositors without cost?
  • Is it possible to implement savings programs without increasing interest rate risk?
  • How can Balance Builder Savings help your institution and accountholders?
When:
Thursday, February 2, 2023; 2:00 PM Eastern
Scheduled for 75 minutes including question and answer period.

Training Overview

Does your institution earn enough on long-term deposits? Learn how to keep Cost of Fund Betas low.

As interest rates have increased, you need to discover the new approaches financial institution executives use to keep Cost of Fund Betas low.

The right processes, products, sales platforms, training, and tracking will enable you to improve profitability by 10–40 basis points on long-term deposits, double the growth rate with the same level of promotion and pricing, enhance team engagement, and improve client experience.

You can use refined approaches for managing legacy term deposits to transition retail bankers from order takers and product pushers to consultative, trusted advisors. Your institution can beat competitors by offering flexible options, competitive interest rates, and the best tools to help depositors manage their money in the current market.

  • How can refinancing term deposits increase revenue and profit?
  • What can you do to win deposits without matching interest rates?
  • How can hybrid savings accounts deliver liquidity and high yield?
  • How can daily redemption options unleash value to depositors without cost?
  • Is it possible to implement savings programs without increasing interest rate risk?
  • How can Balance Builder Savings help your institution and accountholders?

Who Should Attend?

  • Bank C-suite executives
  • Retail banking executives
  • Finance professionals
  • Treasurers
  • Marketing officers
  • Innovation officers
  • Client experience officers
  • Board members
  • Senior management
  • Branch managers

Expert Presenter

Neil Stanley

  • Founder and CEO of The CorePoint, an organization with a mission of revitalizing pricing strategies for retail deposits
  • Over 30 years as a bank executive with three high-performance family-owned banking groups
  • Served as a director for several banking and financial organizations as well as Pillar Seminary
  • Facilitates the 2021 High Performance Idea Exchange for the Sheshunoff CEO Affiliation Peer Groups
  • Taught in the Economics department at Iowa State University, the Graduate School of Banking in Colorado, the Southwest Graduate School of Banking, and the Graduate School of Banking – Madison
  • Granted two U.S. patents for business processes which unleash value in time deposits
  • Published numerous banking industry articles
  • Master’s Degree from the University of Nebraska-Lincoln

CareerLearning Quality Commitment

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For Teams

Have a team that needs training? Our enterprise customers receive custom branding, reporting and analytics tools, and of course, preferred pricing.