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Global Financial Markets Intelligence

Global Financial Markets Intelligence

3rd Annual Retail Deposit Optimization and Strategic Management Canada

Raising and maintaining deposits in the current low interest rate environment

24-25 Apr 2017
Coast Harbour Hotel By APA, Vancouver, Canada

Conference Workshop

Workshop Title: Innovation in retail deposits management
Analyzing new and creative distribution channels. What are the latest innovations in pricing structures and methods? Bringing marketing, product and sales techniques together for future of retail deposits.
Workshop Moderator: Betty Cowell
Company: Managing Partner, Retail Financial Services Performance Co.

Why You Should Attend

3rd Annual Retail Deposit Optimization and Strategic Management Canada

Whilst regulatory pressure on financial institutions to rely on deposits for funding increases, the current economic climate of historically low interest rates means that obtaining deposits is more challenging than ever. Financial institutions need to create innovative new products and develop new strategies to improve customer acquisition and retention. The rise of FinTech has also put institutions under more pressure to ensure that the quality of their digital platforms matches that of their products and other services. Under these challenging circumstances, it is essential that financial institutions develop strategies to optimize their deposit business and retain profitability whilst complying with the regulatory requirements.

This GFMI conference will allow financial institutions to understand how to optimize their deposit strategies through innovative new products, competitive pricing strategies and enhancing their distribution channels. Attendees will recognize the importance of deposits for the current regulatory environment, whilst examining practical approaches to strengthen their online platforms and marketing campaigns to encourage the acquisition of new customers, as well as promoting a positive consumer experience in the long term.

Key Topics

  • Optimize your strategy for acquiring retail deposits
  • Learn how to create innovative new products
  • Enhance distribution channels to ensure effective delivery to the right customers
  • Understand the impact of regulatory ratios on deposits
  • Assess pricing strategies to remain competitive in the deposit market
  • Previous Attendees Include

    • Bank of Canada
    • Bank of Montreal
    • Servus Credit Union
    • ATB Financial
    • CIBC
    • Manulife Bank
    • Laurentian Bank
    • Mountain View Credit Union
    • DUCA Financial
    • Vancity Group
    • First West Credit Union
    • Zafin
    • Novantas
    • And many more…

    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

    Ian Glassford
    Chief Financial Officer
    Servus Credit Union

    Saqib Nazir
    Vice President, Risk Measurement and Funds Transfer Pricing

    Cameron Wicentowich
    Vice President, Head of Treasury Analytics

    Lise de Moissac
    Executive Vice President and Chief Financial Officer
    Affinity Credit Union

    D'Arcy McDonald
    Vice President, Personal Savings and Investing
    TD Canada Trust

    Jeff Erickson
    Vice President and Chief Financial Officer
    Sunova Credit Union

    Michael Kerdachi
    Chief Financial Officer
    Prospera Credit Union

    Rajesh Ramakrishnan
    Senior Vice President, Retail Financial Services
    ATB Financial

    Click Here For Full Agenda

    Voice of Our Customers
    • "Very insighful. I was able to draw lots of new ideas and learned a lot" Vancity Group
    • “Appropriately selected the seniority level of the participants.” Discover
    • "Great mix of topics and speakers" TD Bank
    • "Another great conference. There was open sharing of insights from all participants and instutions" Servus Credit Union
    • "Good discussion and good speakers" ATB Financial
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    Event Contact

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

    Kirill Pokotilov - GFMI

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

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