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On-Demand

Win the Battle for Deposits

Win the Battle for Deposits
FormatSelf-Paced | On-Demand
Sessions1
Per session1 Minutes
Attendance CertificateIncluded

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.

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 We'll Cover

Course Outline

  • 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?

Meet the Expert

Neil Stanley

Neil Stanley

Neil Stanley began his career in banking and has over 40 years of experience in the industry. His company helps banks strengthen internal operations while focusing on delivering exceptional service to deepen relationships with customers. You may have heard him at one of the many executive forums, conferences, or podcasts he presents for across the country.

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

Training Includes

The Win the Battle for Deposits course includes the following:

Two Year Course Access

Access your course through your customer dashboard

  • Course access for 2 full years
  • All live sessions include access to the on-demand recording post live session

Class Experience

Live sessions are small and focused to support questions and discussion. Self-paced on-demand courses allow you to move through the material on your own schedule.

Resources

Downloadable course materials to support learning

Attendance Certificate

All sessions include an Attendance Certificate

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$200.00