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Global Financial Markets Intelligence

Global Financial Markets Intelligence

3rd Edition Retail Deposit Optimization and Strategic Management

Strengthening your Retail Deposit Management Strategy to Maximize Profits and Optimize the Balance Sheet

27-29 Apr 2015
DoubleTree by Hilton Downtown, Toronto, ON, Canada

Why You Should Attend

3rd Edition Retail Deposit Optimization and Strategic Management

Low interest rates, new regulations and an unstable economic situation have impacted revenues and profits of retail deposits in North America.  Retail deposits are the key area of income for financial institutions, however, as interest rates prepare to rise in the near future, institutions are concerned with ensuring they are able to attract and retain customers, by reaching out to them in new and innovative ways.  Increased focus on liquidity has also meant an increased interest in the use of retail deposits in the balance sheet.

This GFMI conference will help financial institutions to optimize their retail deposit management strategies, both for day-to-day management and the role of deposits in balance sheet management, to ensure strong business growth.  Companies need to understand how to generate maximum profits from retail deposits to ensure they are more liquid and best 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.

Key Topics

  • Evaluate your pricing policy to attract customers and increase returns
  • Evolve your distribution channels to best reach a shifting client base
  • Introduce innovative products to help attract new customers
  • Understand the role of retail deposits in the balance sheet
  • Deduce the differences in managing deposits for high net worth clients
  • Previous Attendees Include

    Bank of America, BankUnited, BOK Financial, Capital One, CHASE Bank, Citibank, Deutsche Bank Group, KeyBank, Northern Trust, PNC Bank, Silicon Valley Bank, SunTrust Bank, TD Bank, Union Bank, Wells Fargo

    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
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    Panel Partner
    Simon-Kucher & Partners
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    Event Partners

    Practical Insights From

    Silvio Stroescu
    Managing Director, Vice President of Deposits and Investments

    Bill Whyte
    Senior Vice President, Chief Member Services Officer
    Meridian Credit Union

    Rogan Vleming
    Senior Director, Pricing Analytics

    Niall Boles
    Senior Vice President, Treasurer
    Candian Western Bank

    Bernard Roy
    Vice President, Retail Banking Products
    CFF Bank

    Ray Hama
    Director, Treasury, Liquidity and Funding
    Vancity Group

    Dennis Nykolyn
    Senior Vice President, National Deposit Pricing Director, Commerical Banking Group

    Click Here For Full Agenda

    Voice of Our Customers
    • "I really enjoyed this event, especially the roundtables. Attendees at this conference were engaged and open, I didn't feel treated by bankers as a 'vendor' or 'service provider'. I felt that they wanted my perspectives, experience and input." - Founder, Austin and Williams
    • "I enjoyed my participation in this unique event" - Head of Pricing, TD Bank
    • "Great conference learned a lot and made valuable new relationships. Thank you!" - Head of Retail, Scotiabank
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    Event Contact

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

    Abby Wilson - GFMI

    The NBC Tower, 9th Floor
    455 North Cityfront Plaza Drive
    Chicago, IL 60611

    (312) 894-6313
    Fax: (312) 894-6304
    Email: abbyw@global-fmi.com