What You'll Learn
In today’s dynamic market, interest rate shifts and intensifying competition demand more than rate chasing. Depositors expect personalized value—but without sacrificing profitability. This live webinar helps community banks and credit unions move from commoditized deposit pricing to relationship-based, strategic positioning to attract and retain high‑value deposits effectively.
Topics covered in this session
- How AI, open banking, and modern expectations are reshaping depositor behavior—and what that means for your product design
- Creative new product structures that go beyond traditional CD offers—including early‑withdrawal flexibility, engagement features, and loyalty tools
- Data‑driven profitability analysis—measuring success through benchmarking, negotiation metrics, and volume spread alignment
- Front‑line training frameworks—empowering bankers to negotiate confidently and deliver value beyond interest rate
Who Should Attend?
- Executives guiding deposit strategy
- ALCO members and finance leaders
- Deposit pricing and retail banking teams
- Anyone charged with designing, pricing, or marketing deposit products in an evolving rate environment
About the Author:
Neil Stanley is the Founder and CEO of The CorePoint.
Neil founded The CorePoint in 2010 with a mission of revitalizing pricing strategies for retail deposits. The company provides clients across the country with enhanced ways of profiting through attracting and retaining properly priced retail deposits. He has been granted two U.S. Patents for business processes which unleash value in time deposits including the patent on Redeemable CD®.
He has facilitated the High-Performance Idea Exchange for the Sheshunoff CEO Affiliation Peer Groups since 2021. Neil has taught at Graduate School of Banking in Colorado; Southwest Graduate School of Banking; and Graduate School of Banking - Madison. Neil has published numerous banking industry articles and participated in many banking podcasts and webinars. Neil is the Keynote speaker for the 2025 Retail Deposit Optimization and Strategic Management conference.
With 30 years as a bank executive with three high-performance family-owned banking groups, Neil has held a spectrum of roles in banks including Holding Company VP, Chief Liquidity and Investment Officer, Chief Credit Officer, President of Community Banking, and CEO.
Neil has served as a director for several banking and financial organizations. He also serves on the board of Pillar Seminary.
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