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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

Conference Workshop

Workshop Title: Innovation in deposit management: Analytics, nudges and wrappers
This Masterclass will demonstrate how retail banks can attract and retain customers with innovative deposit products and real-time analytics to deepen consumer engagement
Workshop Moderator: Betty Cowell, Founder
Company: Retail Financial Services Performance LLC


Why You Should Attend

7th Annual Retail Deposit Optimization and Strategic Management

This 7th edition GFMI conference will demonstrate how to better understand and predict the needs of retail deposit customers, and target them effectively with innovative products and services. You will learn how to differentiate your retail bank online with an enhanced digital banking strategy. Peer-led case studies and panel discussions will enable you to identify opportunities to further develop your retail deposit product and service offerings. You will also gain an insight into competitive deposit pricing techniques and methods to optimize the accuracy of deposit modeling and forecasting.


Key Topics

  • BBVA Compass examine competitive retail deposit pricing strategies to optimize profitability in the retail bank
  • Mutual of Omaha Bank demonstrate customer-centric data analytics techniques to effectively target retail banking customers
  • Goldman Sachs, CIBC US and IBERIABANK discuss how to engage consumers with innovative deposit products
  • KeyBank asses methods to differentiate your retail bank online
  • SunTrust explore how branches can still play a vital role in growing retail deposits
  • 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.


    Event Sponsors
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    Practical Insights From

    Piero Monteverde
    Assistant Chief Model Risk Officer, Head of Stress Testing and Finance Model Validation
    Capital One

    David Bolocan
    Executive Director of Consumer Segments and Deposits
    BBVA Compass

    Mary Kate Loftus
    Group Vice President, Head of Strategic Planning and Initiatives
    M&T Bank

    Sarah Lindstrom
    Senior Vice President, Retail Banking Director, New England South Market
    Citizens Bank

    Dustin Allen
    Senior Vice President, Consumer Deposits
    Zions Bancorporation

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

    Steve Esposito
    Managing Director of Retail Banking
    Mutual of Omaha Bank

    Rogan Vleming
    Senior Director, Decision Sciences, Digital Bank
    Scotiabank

    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

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