Wednesday, July 22, 2020
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)
Banks and Credit Unions know that deposits are increasingly important, but many banks are experiencing flat or even negative deposit growth.
Financial institutions, and especially community banks and credit unions, need to understand exactly what specific steps they must take with their best customer segments to build and retain those deposits.
Focus of this banking webinar includes:
– Specialist sales teams,
– Industry focus,
– Enhanced marketing packages,
– Changes in compensation,
– Industry best practices.
BONUS MATERIAL: Presentation includes Deposit Growth Action Checklist with 10 steps that every institution needs to consider for a deposit growth strategy.
RELEVANT ARTICLES FROM CHARLES WENDEL:
- Preparation for Segmentation
- The Goal of Relationship Banking: Illusion or Reality?
- Lending to Capture Deposits
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. Wendel has consulted to money center and regional banks, insurers, and diversified financial services companies, both in the U.S. and 15 other countries. Wendel 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.
1.0 CPE Credits & 1.2 AAP Credits