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Global Financial Markets Intelligence

Global Financial Markets Intelligence

2nd Annual Retail Deposit Optimization and Strategic Management

Optimize your retail deposit strategy to combat the interest rate environment and attract customers

18-20 Apr 2016
Doubletree by Hilton Toronto Downtown, ON, Canada

Why You Should Attend

2nd Annual Retail Deposit Optimization and Strategic Management

The increased focus of regulators on liquidity, mean retail deposits are still a key product for financial institutions in North America. However, the unpredictable interest rate environment and increased customer awareness mean that institutions need to develop new strategies to attract new clients, whilst still maintaining their existing client base. Financial institutions need to optimize their deposit strategies to ensure strong returns, while remaining compliant in the current regulatory environment.

This GFMI conference will discuss the volatile interest rate environment and how financial institutions are preparing and adjusting to the potential changes in the market. Through case study presentations and round table discussions, our expert panel of key decision makers will show how to optimize deposit strategies to attract and retain customers, discuss ways to effectively comply with liquidity regulations, learn to leverage customer data to aid with product innovation, and how to continue to grow and maintain client relationships in this changing environment. Attendees will leave with better insight into the uncertain and fluctuating landscape of retail deposits and be better equipped to manage the future of their institutions.

Key Topics

  • Understand the effect of liquidity requirements on deposit pricing
  • Integrate customer data to create innovative products and strategies
  • Innovate deposit products to remain competitive in the current rates environment
  • Evolve your distribution channel strategy to best meet customer needs
  • Manage the current volatile interest rate environment
  • Previous Attendees Include

    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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    Simon-Kucher & Partners
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    Event Partners

    Practical Insights From

    Christine Canning
    Managing Director, Retail Deposits
    Bank of Montreal

    Ian Glassford
    Chief Financial Officer
    Servus Credit Union

    Warren Van Orman
    Vice President, Finance
    Mountain View Credit Union

    Ray Hama
    Director, Treasury and Liquidity Funding
    Vancity Group

    Jeff Wood
    Treasury, Operations
    First West Credit Union

    Click Here For Full Agenda

    Voice of Our Customers
    • “Good information and Interaction with all attendees. This was a well run conference dealing with a difficult subject matter.” - Community Bank of Florida
    • “Good creative material. I am glad I came. There should be a lot to talk about next year- continued review of what has happened including a post-mortem review.” Huntington National Bank
    • “An important topic, fine speakers.” Agribank FCB
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    Event Contact

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

    Rachel Strug GFMI

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

    Fax: 1-312-894-6304
    Email: rachels@global-fmi.com