Papers & Webinars
Complimentary On-Demand Webinars & White Papers
Webinars
The Deposit Roundtable
At The Deposit Roundtable, three industry CEOs shared their insights on improving current deposit management practices; a critical task for financial institutions today.
The Money Market Saving Dilemma
With the rise of interest rates, clients have started to look for better yields by migrating their Money Market Savings to more costly products and shopping for opportunities elsewhere.
What could your financial institution do?
Understanding Demand Signals
Proactively understanding what consumers think and feel is key to success today. Flowtracker focuses on providing insights into how your current customers/members behave to provide you with a sense of: Who is doing what? When? and Where?.
Developing a defensible deposit pricing strategy
Developing a defensible deposit pricing strategy is challenging. Here are some ideas to help you.
Funding Needs – Active Deposit Management
Funding needs vary greatly amongst financial institutions. It is critical to understand your tactical and strategic funding needs. Avoid blindly following your competitors
You Need An Active Deposit Management Strategy
Session 1 of the Deposit Champion Serie. An introduction to the rationale for adopting an Active Deposit Management Strategy. In
Data and Active Deposit Management Today
After years of artificially low interest rates, the market is trending toward its historical average. That creates both challenges and
Successfully Adopting Analytics at Your Credit Union
A strategic framework and expert panel round-table discussion of how to achieve successful adoption of analytics at your Credit Union.
2022 Deposits outlook: the surge tide is turning
Oct 21 CUBroadcast webinar “COVID deposit surge: the tide is turning” highlighted the 2022 outlook for Credit Union deposit liquidity and funding in the post-pandemic near future.
Sales, attrition and cross-selling in Banks and Credit Unions.
Download the complete deck here. What are the best and cross-sales practices to drive ROE and ROA? Discover what Credit Unions
White Papers
AMIfs Journal: Core Deposit Retention
The Journal of Performance Management published by the Association for Management Information Management in Financial Services published this piece we
BAI Banking Strategies: Measure What You Manage
When talking with Kenneth Cline, editor of the Chicago based Bank Administration Institute (BAI) we suggested a feature article for
Customer Analytics in Banking: Our Industry POV
Explore a 40 year retrospective which takes you on a journey from the 1970s to the present and beyond. Our
Deposit Strategy Framework
Credit Unions and Community Banks need a Deposit Strategy. Every Credit Union, Community Bank and even the “big banks” need