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Global Financial Markets Intelligence

Global Financial Markets Intelligence

7th Annual Retail Deposit Optimization and Strategic Management

Innovative strategies to grow your retail deposit portfolio in the competitive, rising rate environment

4-6 Feb 2019
Dallas, TX, United States of America

Why You Should Attend

7th Annual Retail Deposit Optimization and Strategic Management

This 7th edition GFMI conference will enable delegates to better understand and predict the needs of their retail deposit customers, and target them effectively with innovative products and services. At the event, you will learn how to enhance your digital banking strategy and identify opportunities to develop your deposit product and service offerings from peer-led demonstrations. You will also gain an insight into competitive deposit pricing techniques and methods to optimize the accuracy of deposit modelling and forecasting.

Key Topics

  • Target your retail deposit customers with the right products through the right channels
  • Create a unique digital banking experience that differentiates your bank
  • Develop innovative deposit products that engage your consumers
  • Optimize your deposit pricing strategy to attract customers and maintain profitability
  • Enhance your deposit models to effectively predict consumer behavior and manage risk
  • Previous Attendees Include

    Accenture, Ally Bank, Ally Financial, American Express Bank, Associated Bank, Banco Popular de Puerto Rico, Bank of America, Bank Of Montreal, BBVA Compass, Betty Cowell, BMO Harris Bank, Bok Financial Corp, Capital One, Charles Schwab, Federal Reserve Bank of Chicago, Federal Reserve System, Fifth Third Bank, First Republic Bank, First Tennessee Bank, Golden Gate University/OAK Data Science, HSBC, Ideation Inc, Informa PLC, Keybank National Association Hudson Valley District, KPR Financial Consulting, Lending Club, MUFG Union Bank, Navy Federal Credit Union, New York Community Bancorp, Novantas Inc., Old National Bank, Peapack-Gladstone Bank, Pnc Bank, Provident Bank, RBC, Regions Financial Corporation, Sallie Mae Bank, Scotia Bank, Synchrony Financial, Tangerine

    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.

    Practical Insights From

    David Bolocan
    Executive Director of Consumer Segments and Deposits
    BBVA Compass

    Dustin Allen
    Senior Vice President, Consumer Deposits
    Zions Bancorporation

    Becky Spinnato
    Senior Vice President, Director of Deposit and Product Management

    Steve Esposito
    Managing Director of Retail Banking
    Mutual of Omaha Bank

    Debra Smith
    Senior Vice President, Director Bank and Digital Operations
    Rockland Trust Company

    Kelly M. Orlando
    Senior Vice President, Retail and Business Banking
    Blue Hills Bank

    D. Stephen Wooters
    Executive Vice President, Chief Marketing Officer and Head of Digital Banking and Payments
    Fairfield County Bank

    Michelle L. Moniz
    Senior Vice President, Retail Banking
    Bank Hometown

    Click Here For Full Agenda

    Voice of Our Customers
    • Good mix of topics. -Scotiabank
    • The content was great. Very useful. -U.S. Bank
    • Another solid event. -The CorePoint
    • Great event -Ally Financial
    • “The speakers are credible and the smaller size of the conference encourages active networking” -Citizens and Farmers Financial Corporation
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    Event Contact

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

    Constandinos Vinal GFMI

    marcusevans (Europe) Ltd
    PO Box 24797
    1304- Nicosia, Cyprus

    +357 22 849 380
    Fax: +357 22 849 394
    Email: constandinosvi@global-fmi.com