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New Deposit Playbook: Strategies for Thriving in a Competitive Environment (6/17/25)

New Deposit Playbook: Strategies for Thriving in a Competitive Environment (6/17/25)

Library:

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

Instructor:

Neil Stanley

Credit Hours:

1.8 CPE/ NASBA

Date and Time: Jun 17, 2025, 12:00 pm EST

Duration:

1.5 HR

Standard Price:
$299.00
$299.00
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Description
Instructor
Accreditation

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
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