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Global Financial Markets Intelligence

Global Financial Markets Intelligence

9th Annual Retail Deposit Optimization and Strategic Management

Maintaining a high quality, low cost and stable deposit portfolio in a changing economic environment

22-23 Feb 2021
Online Conference, United States of America

Why You Should Attend

9th Annual Retail Deposit Optimization and Strategic Management

This GFMI Conference will focus on providing banks with new deposit management and growth strategies in the low interest rate environment. Industry leaders will discuss challenges and opportunities arising from the shift in customer behavior caused by COVID-19. You will learn techniques to optimize margin compression management and the best pricing strategies for the new economic environment. Expert guest speakers will examine the latest innovations and product features to enhance digital customer engagement for retail deposits. They will evaluate approaches to utilize the branch to complement bank digital strategy, grow deposits portfolios and increase engagement. Attendees will also explore how automation and AI can further enhance operational efficiency in retail deposits.

Key Topics

  • Examine approaches to grow low cost deposits to support your funding and growing needs in the post pandemic world
  • Understand your customers’ new needs and goals through more advanced segmentation
  • Benchmark strategies to improve margin compression management and control
  • Evaluate the latest product features and innovations to improve digital customer engagement for retail deposits
  • Use new methodologies to forecast deposit levels in treasury

  • 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

    Tim Welsh
    Vice Chairman, Consumer and Business Banking
    US Bank

    Aram Ter-Minassian
    Vice President, Product Management, Digital Experiences and Account Opening
    Capital One

    Brian Milton
    Head of Retail Banking and Deposits, President of PurePoint Financial
    MUFG Union Bank

    Tiffany Hannika
    Senior Vice President, Senior Strategy Manager
    Citizens Bank

    Simon J Bennett
    Senior Vice President, Product Analytics

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

    David Bolocan
    Executive Director of Consumer Segments and Deposits

    Catherine Zhou
    Executive Vice President, Head of Consumer and Digital Bank
    East West Bank

    Click Here For Full Agenda

    Voice of Our Customers
    • “Very valuable conference for me, educational and enjoyable. Great networking also. I look forward to next year.” Citi
    • “Engaging presentations that are very relevant and provide a wide variety of situations or solutions.” Capital One
    • “This was one of the best conferences I have attended. Good discussions and speakers.” JP Morgan
    • “As ever, GFMI conferences have proven themselves to be excellent. The subject material and speakers are consistently excellent.” Wells Fargo
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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