Quarterbacking Long Term Retail Deposits – Presenting and Selling Long Term Deposits

Learn how to develop a cohesive sales process that can be executed at the point of contact with reads and progressions.  Here we will focus on the presentation of offers in a sequential process that touches key principles in intentional ways to build confidence that our financial institution has flexible options, competitive pricing, and the best tools to help our depositors manage their money.

We will reference a recent article on Quarterbacking Retail Deposits and the essential talking points for consultative retail deposit sales.  This is the equivalent of “apologetics” for retail bankers.

Your institution has the ability to help people manage money they don’t yet need.  To become the financial institution of choice you need to present you offerings in a way that goes beyond rate alone.  This banking webinar is synthesis of all the elements together into an effective presentation.

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) 


  • 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®


1.0 CPE Credits & 1.2 AAP Credits