Dates of Event & Pricing

$549 for ALL 3 Webinars and Playbacks*

*Playback has no expiration and may be shared internally.

  • Wednesday - Friday, Sep 4 - 6, 2019

  • 12:00 – 1:30 pm (Eastern Time)

  • 11:00 – 12:30 pm (Central Time)

  • 10:00 – 11:30 am (Mountain Time)

  • 9:00 – 10:30 am (Pacific Time)

Curriculum

The deposit market is shifting as interest rates rise, bank customers push for higher yields and fintechs including SoFi try to move into traditional banking.

This 3-part Deposit Training Series is a previously recorded event from one of BankersHub's most popular series! It redefines deposit strategy for the digital age and the coming changes including younger demographics, the rise of non-banks and digitization. We explore non-financial approaches to attract and retain customers, how to leverage psychological biases, pricing strategy, offer-presentment and data analytics to stay relevant.

Part 1: Innovative Deposit Product Features and Customer Experience Mgmt  (Wed, Sep 4)

  • Global trends and best practices on deposit innovation
  • Creating a needs-based customer segmentation
  • Evaluating feature preferences and willingness to pay
  • Bundling and packaging optimization


Part 2: Pricing Analytics, Elasticity and Optimization Modeling (Thu, Sep 5)

  • Price elasticity modeling
  • Price optimization modeling
  • Price promotion theory
  • Promotion campaign management


Part 3: Presentment and Engagement at the Digital Point-of-Sale (Fri, Sep 6)

  • Consumer behavioral biases at the point-of-sale
  • Push vs. pull: New thinking on digital cross-selling
  • The holy grail: Nudging primary banking behavior through digital
  • Digital sales tool implementation considerations

Instructor

Senior Advisor, Simon-Kucher and Partners Betty Cowell

Betty Cowell is a senior advisor at Simon-Kucher & Partners. She has extensive experience in retail banking, deposits, debit card and sales service performance. Betty’s experience includes leading the development of business strategies for business banking and retail segments at Whitney Bank, and managing retail sales and service, deposit and debit card products at Wachovia Bank.

Credits

4.5 CPE Credits