What You'll Learn
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
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.
You Might Also Like
On-Demand Course
Account Officer Training on ACH/RDC Credit and Transactional Underwriting, Setting Exposure Limits and Performing Periodic Reviews
On-Demand Course
Many financial institutions struggle with setting appropriate exposure limits for ACH and RDC clients. This course explores NACHA-defined exposure, effective calculation methods, and best practices for setting limits. Attendees will also learn how to handle temporary over-limits and permanent lim...
Instructor: Terri Sands
299.00
Order Today
Role: Branch Operations
Credits: 1.2 AAP Credits
299.00
Order Today
On-Demand Course
10 Ways to Design, Implement, and Train on Customer Experience
On-Demand Course
You know that customer experience is critical to enlarging relationships and creating brand advocacy with your customers. And, you know that your frontline are the ones that have the interactions that give your customers that exceptional experience. The problem is supporting your frontline in lea...
Instructor: Lisa Beck Schuck
299.00
Order Today
Role: Branch Operations
299.00
Order Today
On-Demand Course
Garnishments, Subpoenas, Levies, and Law Enforcement Requests
On-Demand Course
Federal law requires banks to periodically reassess their garnishment procedures. Financial institutions have a responsibility to determine where funds originated and if those funds are exempt from garnishment or levy. Customer-facing and back-office staff frequently receive garnishments, subpoen...
Instructor: Kelly Rozier
299.00
Order Today
Role: Branch Operations
299.00
Order Today
On-Demand Course
Banker's Guide to Stablecoins
On-Demand Course
Stablecoins are no longer just a crypto trend — they’re becoming a serious tool for banks. But how do you separate hype from legitimate use cases? And how do you manage the regulatory and operational risks that come with it? Join the Payments Professor for this highly anticipated 90-minute webina...
Instructor: Kevin Olsen
299.00
Order Today
Role: Branch Operations
Credits: This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
299.00
Order Today