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)


CorePoint / CEO and Founder Neil Stanley

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®


1.0 CPE Credits & 1.2 AAP Credits