On Demand Course

Deposit Playbook Strategies

Gain essential insights to effectively navigate today's competitive deposit environment.

Learning Objectives

After attending this presentation, participants will be able to:

  • Define key economic and regulatory influences affecting deposit strategies
  • Describe effective techniques for pricing and structuring deposit products in competitive markets
  • Explain the importance and methods of leveraging technology and data to engage depositors
  • Recognize best practices for managing diverse depositor expectations and needs
Neil Stanley 1.5 HR
Included with Team Membership

About This Course

Stay ahead of the curve with a deep understanding of how evolving economic, technological, and regulatory trends are reshaping deposit strategies. Equip your team with practical skills to harness innovative technology, apply data-driven decision-making, and negotiate effectively with today’s more informed depositors. Create compelling, market-differentiated deposit offerings and implement proven engagement and retention strategies to drive long-term growth and strengthen customer loyalty.

Topics covered in this session

Current Deposit Landscape and Market Dynamics

  • Impact of Economic, Technology, and Regulatory Changes
  • Assessing the Interest Rate Environment
  • Pros and Cons of Classic Deposit Products and Tactics

Innovative Deposit Strategies

  • Leveraging Technology and Data for Depositor Engagement
  • Best Practices for Diverse Depositor Profiles
  • Creating Compelling and Competitive Deposit Products

Practical Implementation and Management Techniques

  • Enhanced Sales Processes and Training Techniques
  • Utilizing Dynamic Pricing and Customized Offerings
  • Retention and Growth Strategies in a Rate-Sensitive Market

 

*This program does NOT qualify, nor meet the National Standard for NASBA accreditation 

Your Instructor

Neil Stanley
Neil Stanley

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.

Training your team?

This course is covered under team memberships.

See Team Memberships
Buying for yourself?
$ 99
Included with Team Membership
Training your team?

This course is covered under team memberships.

See Team Memberships
$ 99
per attendee