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Global Financial Markets Intelligence

Global Financial Markets Intelligence

4th Annual Retail Deposit Optimization and Strategic Management, Canada

Innovate your retail deposit products and strategy to harness opportunities to gain a competitive advantage in a crowded deposit market

25-27 Apr 2018
DoubleTree by Hilton Toronto Downtown | Toronto, ON, Canada

Conference Workshop

Workshop Title: Innovation in a World of Regulation and Competition
This intimate, interactive masterclass will discuss the current regulatory landscape in the Canadian financial services industry, and how to best assess limitaions of changing regulations, the competition of pricing, adding customer value with innovation and much more.
Workshop Moderator: Diana Waterman
Company: Principal and Senior Consultant | NovaTuri Group Inc.


Why You Should Attend

4th Annual Retail Deposit Optimization and Strategic Management, Canada

This GFMI conference will give financial institutions a critical insight into strategies to maximize their retail deposits in a rising interest rate environment. Develop your distribution channels and deposits products to maximize business opportunities in a competitive market and locate new funding sources. Delegates will also develop their deposit pricing by enhancing existing models and developing analytics to calculate the optimum client level price. Attendees will also understand how to leverage technology to maximize their digitalization of products and distribution channels, meeting the needs of a digitally receptive customer base. Furthermore you will develop your strategy to align retail deposits with the recent regulations to ensure compliance for your firm.


Key Topics

  • Optimize deposit pricing to develop lucrative products
  • Innovate deposit products to maximize business opportunities
  • Augment your deposit channels to increase your customer base
  • Tailor deposit products to meet the needs of different customer demographics
  • Leverage technology to get ahead of the curve in a rapidly digitalizing market

  • 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
    Panel Partner
    Simon Kucher & Partners
    Visit website >>
    Panel Partner
    Novantas
    Visit website >>




    Practical Insights From

    David Gaskin
    Chief Financial Officer
    Coast Capital Savings

    Dan Dickinson
    Chief Digital Officer
    Equitable Bank

    Carola Corti
    Head of Everyday Banking and Customer Growth
    BMO Capital Markets

    Aaron Clark
    Vice President, Everyday Bankingand Cross Border Banking
    TD

    Cameron Wicentowich
    Vice President, Treasury Analytics
    CIBC

    Dean Gagne
    Chief Omni and Digital Officer
    Innovation Credit Union

    Amit Goyal
    SVP and Chief Financial Officer
    SBI Canada Bank

    Phil Gawronski
    Managing Director, Pricing and Product Development
    Scotiabank

    Click Here For Full Agenda

    Voice of Our Customers
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    Event Contact

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

    John Hummel


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

    Telephone:
    312-540-3000 Ext: 6327
    Fax: 312.894.6304
    Email: johnh@marcusevansch.com