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Global Financial Markets Intelligence

Global Financial Markets Intelligence

8th Annual Retail Deposit Optimization and Strategic Management

Optimize pricing, product innovation, and use of technology to develop the best deposit strategy for your bank in the competitive, changing rate environment

26-28 Feb 2020
Millennium Premier Times Square, New York, United States of America

Conference Workshop

Workshop Title: Bank Switching Behaviors
Masterclass on February 28th 2020
Workshop Moderator: Betty Cowell
Company: Founder at Retail Financial Services Performance LLC

Why You Should Attend

8th Annual Retail Deposit Optimization and Strategic Management

This GFMI conference will focus on providing banks with new methodologies to optimize retail deposit pricing effectively in the current economic environment. Industry leaders will demonstrate how to innovate deposits to ensure they meet customers’ changing demands and expectations.  You will have an opportunity to learn how AI and Machine Learning tools can be utilized to enhance pricing, customer segmentation and on-boarding.  Consumer banking and treasury professionals will come together to develop new business models for retail deposits in the highly competitive and digitalized environment.

Key Topics

  • Benchmark different pricing strategies to develop the best mix for your deposits portfolio
  • Learn how data analytics can enhance customer segmentation and pricing
  • Examine the latest innovations in deposits from traditional and online banks
  • Explore how AI and other cognitive technologies could improve account opening and customer on-boarding
  • Optimize treasury pricing of deposits in the current environment

  • 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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    Simon-Kucher & Partners
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    Practical Insights From

    James Morgan
    Vice President
    Capital One

    Melanie Jordan
    Senior Vice President, Business and Consumer Deposit Products
    Zions Bancorporation

    Eric Calaman
    Senior Vice President, Consumer and Small Business Pricing and Financial Strategy Executive
    Bank of America

    Brian Milton
    Deputy Head of Consumer Banking
    MUFG Union Bank

    David Bolocan
    Executive Director of Consumer Segments and Deposits
    BBVA Compass

    Zhongcai Zhang
    First Senior Vice President, Chief Analytics Officer
    New York Community Bancorp, Inc.

    Lars Tonnesen
    Senior Vice President, Loan and Deposit Pricing

    Shelly Loftin
    Senior Vice President, Retail Banking, Payments and Lending
    American Bankers Association

    Click Here For Full Agenda

    Voice of Our Customers
    • “The speakers are credible and the smaller size of the conference encourages active networking” - Citizens and Farmers Financial Corporation
    • “Time well spent” - Capital One
    • “Good mix of topics” - Scotiabank
    Latest Conference News & Resources

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    Event Contact

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

    Jeremy Wise GFMI

    455 N Cityfront Plaza Dr, Chicago, IL 60611
    – 9th Floor

    +1 312-540-3000 ext 6523
    Fax: +1 312-540-6523
    Email: jeremywise@global-fmi.com