Global Financial Markets Intelligence

Global Financial Markets Intelligence

Retail Deposit Optimization and Strategic Management

Developing Winning Strategies for Pricing, Funding and Optimizing Retail Deposits in the Current Environment

5-6 Dec 2013
New York, NY - Downtown Conference Centre, United States of America

Why You Should Attend

Retail Deposit Optimization and Strategic Management

The GFMI marcus evans Retail Deposit Optimization and Strategic Management Conference will be a two-and-a-half day event that brings together Heads of Retail Deposits, Retail Banking and Deposit Operations from the Retail Banking industry. This meeting will look specifically at deposits as a part of retail banking strategy and the effects of the new Basel III liquidity regulations on acquisition and retention strategy.

This GFMI marcus evans event will help banks to enhance their pricing methodologies and develop winning strategies in deposit pricing. Moreover, it will teach banks how to present customized offers to different customers to improve the value of deposits. New techniques for customer segmentation and product innovation will be discovered. Most importantly, banks will learn how to optimize retail deposits to meet their funding needs.

Attendees will be afforded the opportunity to interact with speakers and their peers in a classroom style setting that will encourage both audience participation and engagement. Seating for this conference is limited to maintain an intimate educational environment that will cultivate the knowledge and experience of all participants.

Attendees will earn 13.5 CPE credits.

Key Topics

  • Develop strategies and capabilities to increase your customer base
  • Find out how to integrate prices, products and channels to maximize value
  • Discover how to meet your balance sheet goals through retail deposits
  • Learn how to optimize retail deposit rates in traditional and direct banking
  • Build integrated pricing and analysis systems

  • Why Choose GFMI marcus evans?

    marcus evans specialises in the research and development of strategic events for senior business executives. From our international network of 63 offices, marcus evans produces over 1000 event days a year on strategic issues in corporate finance, telecommunications, technology, health, transportation, capital markets, human resources and business improvement.

    Above all, marcus evans provides clients with business information and knowledge which enables them to sustain a valuable competitive advantage and makes a positive contribution to their success.

    Event Sponsors
    Gold Sponsor
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    Silver Sponsor
    Nomis Solutions
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    Event Partners

    • Mash

    • Credit

    • The

    • QFinance

    • GRC


    • ETFExpress


    Practical Insights From

    Neil Stanley
    Bank Performance Strategies

    Frank Bria
    Director of Professional Services Banking

    Rogan Vleming
    Director, Decision Sciences and Analytics, Customer Knowledge and Insights

    Susan Davis-Gillis
    GE Capital Retail Bank Deposits Leader
    GE Capital

    Einar Thor Einarsson
    Head of Deposits
    Arion Bank

    Prashant Balepur
    Vice President, Product Management
    Nomis Solutions

    Jing Zhao
    Manager, Quantitative Analysis, Balance Sheet Management
    Capital One

    Click Here For Full Agenda

    Voice of Our Customers
    • "Extremely well presented course - informative and valuable to the whole group." Nordea Bank
    • "High level of subjects. Good interaction between speaker and audience." ING
    • "A great conference on an important and difficult topic." Bank of Montreal
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    Event Contact

    For all enquiries regarding speaking, sponsoring and attending this conference contact:

    Tyler Kelch - GFMI

    455 N. Cityfront Plaza Dr.
    9th Floor
    Chicago, IL 60611

    Fax: 312-894-6304