Recorded April 30, 2024

The fight for account holders and core deposits is intensifying. With the surge in digital banking capabilities and evolving consumer expectations, community banks and credit unions seek innovative strategies to increase market share and enhance their checking account offerings.

Addressing top concerns for CEOs, Marketing Executives, Retail Executives, and COOs, this recorded webinar sheds light on navigating the challenges and seizing the opportunities in today’s competitive environment.

Key topics:

• Assessing the Landscape: A deep dive into the current competition for account holders and core deposits. Understand the forces driving changes and how your institution can respond.
• Product Relevance and Digital Evolution: The need to offer relevant products has never been greater. We will explore how integrating cutting-edge digital capabilities can meet evolving expectations and draw new account holders.
• Tailoring Your Prospect Strategy: Identifying and targeting prospective account holders more effectively can spell the difference between growth and stagnation. Learn methods to zero in on prospects most likely to convert.
• Empowering Your Frontline: The critical role of sales and service training for your frontline staff cannot be overstated. Discover training strategies that equip your team not only to meet but exceed account holder expectations.

Who should watch?

• CEOs looking to steer their FI toward sustainable growth
• Marketing Executives seeking innovative strategies to reach new account holders and retain existing ones
• Retail Executives aiming to refine offering portfolios and enhance retail banking experiences
• COOs focused on optimizing operational efficiencies while expanding market reach

Panelists:

• Pooja Bhakta, Acquisition Client Manager, ADVANTAGE
• Brian Cole, Data Analytics-Acquisition Manager, ADVANTAGE
• Jennifer Brooks, Client Communications Manager, ADVANTAGE

Please contact us if you have questions about the webinar or to learn more about deposit growth strategies and improving your competitive position.