Recording - Retail Strategy by the Numbers - S20

Course Length
90 mins

Jay Coakley



Presenter: Jay Coakley, Coakley Strategic Solutions LLC

This 90-minute program will be presented live on: July 15, 10:00-11:30 a.m. Central Time
Recording available through: October 15, 2020
Price: $275


This presentation will teach you how to assess your banks numbers and determine the appropriate strategy to build a roadmap to best-practice status. Just like a doctor, we will first dig into the results, by reviewing call report data, internal bank data (sample) and industry statistics.


You will be asked to research and have your Bank’s specific information to the presentation, for you to review as we go through the numbers and strategies. You will learn how to be the “consultant” and you will learn the real truth behind your current strategies, some of which started years ago during a different time in banking.


What does 2.5 overdrafts per checking account mean? Is that a good, moderate or a poor level of performance? What factors affect this number? Do you sell 92% free checking accounts and how does this number affect service change income. Has your “free money” funding declined? How do you influence service charges on deposit accounts? What has changed with customer needs following the pandemic? Do you sell 1.8 new checking accounts per branch, per week? What affects new account performance?


These answers and more will be uncovered during this very informative webinar. You are guaranteed to leave the presentation with strategies and ideas that are sure to help your bank make the move to substantially higher profitability.


Target Audience: CEOs, presidents, senior managers, retail and commercial managers, product managers and marketing managers

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