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Global Financial Markets Intelligence

Global Financial Markets Intelligence

3rd Annual Retail Deposit Optimization and Strategic Management

Getting the Most out of Your Deposit Customers While Preparing for the Changes in Interest Rates

2-3 Nov 2015
Millennium Broadway Hotel - New York, NY, United States of America

Why You Should Attend

3rd Annual Retail Deposit Optimization and Strategic Management

Retail deposits have never been more important than they are today for banks in the U.S.  The prolonged low interest rates have ensured a stable stream of revenue from retail deposits at a minimum cost for banks.  Higher interest rates will change this situation and banks are desperate to find ways to keep revenue coming in and keep costs down.  Retail deposits are essential for meeting the regulatory expectations such as Basel III.  As a result, there is a tough competition for retail deposits among banks across the country; new innovations in product development, segmentation, and distribution channels are desperately needed.

This GFMI event will help banks to retain and acquire customers via innovative strategies in pricing, product development, segmentation, and distribution channels.  It will also provide solutions for controlling deposit costs when rates start rising.  Attendees will evaluate the bigger role of retail deposits in balance sheet management and overall business management in a bank.

Attendees will be eligible for12 CPE creditsin the Management Advisory Services field of study.

Key Topics

  • Improve segment deposit pricing
  • Maintain sticky and low-cost deposits when rates go up
  • Learn new competitive strategies from non-traditional banks
  • Examine brokered deposits as a way of funding
  • Optimize the loan-to-deposit ratio
  • 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
    Exhibition Partner
    Simon Kucher and Partners
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    Cocktail Reception
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    Panel Sponsor
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    Event Partners

    Practical Insights From

    Jamee Lubkemann
    Vice President, Director Deposits
    American Express

    Betty Cowell
    Managing Partner
    Retail Financial Services Performance Consulting

    Neil Stanley
    CEO and Founder
    The CorePoint

    Daniel Dent
    Senior Vice President, Consumer Deposit and Emerging Payments
    First Tennessee Bank

    Jane Lundquist
    Executive Vice President, Director or Consumer and Business Banking
    Rockland Trust Company

    Michael Young
    Director, Product Development and Management

    Matthew Steilberg
    Head of Retail Banking
    Citizens and Farmers Bank

    Susan Davis-Gillis
    Consumer Banking Leader
    Synchrony Bank

    Click Here For Full Agenda

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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
    Email: Tylerke@global-fmi.com