Curriculum

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)

Instructor

  • Neil Stanley

    Neil Stanley

    CorePoint / CEO and Founder


    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®

Credits

1.0 CPE Credits & 1.2 AAP Credits