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Global Financial Markets Intelligence

Global Financial Markets Intelligence

Retail Lending

Excellence in Pricing, Design, and Distribution

3-4 Nov 2002
New York, New York, United States of America

Why You Should Attend

Retail Lending

Optimize profitability and productivity in retail lending, understand the need for innovative product design and discover best practices in all distribution channels. Join leaders in retail lending, consumer lending, retail banking, and product management to strategize best practices to maximize profitability while continuing to provide the best services to customers.

This conference will discuss the recent interest rate hike and how financial institutions are adjusting to fit the needs of both the institution itself and its customers. Via case studies and panel discussions, our expert speaker panel of key decision makers will assess the need to proactively manage rates and product prices, recognize the importance of personalization in product design, and continue to maintain and grow client relationships. The delegation will leave with better insight into the changing landscape of retail lending and be better prepared for the future.

Key Topics

  • Integrate the alignment of secured and unsecured retail lending to ensure profitability and productivity
  • Understand the need for customer centric lending design for your distribution methodology
  • Innovate retail lending practices to price competitively within funding and regulation barriers
  • Evolve your distribution channel strategy to excel both digitally and face-to-face
  • Incorporate proactive rate management with 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 Partners

    Practical Insights From

    Jeff Peveto
    SVP, Residential Lending
    Bank of America

    Kristie Nockleby
    SVP, Product Strategies - Mortgage Lending
    Columbia Bank

    Daniel Jacobs
    EVP, National Retail Lending
    MiMutual Mortgage

    Stephen Wooters
    EVP, Digital Banking and Payments
    Fairfield County Bank

    James Adamczyk
    EVP and Chief Lending Officer
    Fairwinds Credit Union

    Trish Springfield
    EVP, Retail Banking
    Southern First Bank

    Glenn Straffi
    SVP, Head of Residential and Consumer Lending
    Peapack-Gladstone Bank

    Click Here For Full Agenda

    Voice of Our Customers
    • This conference provided a rare opportunity to share best practices and challenges with our peer banks complimented strongly by regular participation - Bank of the West
    • “Good information and Interaction with all attendees. This was a well run conference dealing with a difficult subject matter.” - Community Bank of Florida
    • The topics and presentations were very targeted to the purpose of the conference and resulted in a valuable experience with a wealth of ideas to build actions from when I return to my office -Commerce Bank
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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