Recording - Quarterbacking Retail Deposits - The Presentation - Fa19

Course Length
60 mins

Neil Stanley



Presenter: Neil Stanley, The CorePoint

This 60-minute program will be presented live on: November 14, 2:00-3:00 p.m. Central Time
Recording available through: February 14, 2020
Price: $225

In order to attract and retain properly-priced, long-term retail deposits in this environment financial institutions are redesigning their approach to long-term savers.  Offering the static rate sheet and a cup of coffee is not enough to win and retain long-term deposits today.

Learn how to develop a cohesive sales process that can be executed at the point of contact with reads and progressions.  Here we will focus on the presentation of offers in a sequential process that touches key principles in intentional ways to build confidence that our financial institution has flexible options, competitive pricing, and the best tools to help our depositors manage their money.   We will reference a recent article on Quarterbacking Retail Deposits and the essential talking points for consultative retail deposit sales.  This is the equivalent of “apologetics” for retail bankers.  Your bank has the ability to help people manage money they don’t yet need.  To become the bank of choice you need to present you offerings in a way that goes beyond rate alone.  This session is synthesis of all the elements together into an effective presentation.

Target Audience: Bank executives, finance officers and staff, retail officers and staff, client experience/marketing officers and staff, and chief innovation officers

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