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Optimizing Interest-Bearing Deposit Strategies-Fa24


Additional information



Recording Available Until



Neil Stanley


The CorePoint

Target Audience

ALCO members, Branch managers, CEOs, CFOs, controllers, customer experience, presidents, marketing, retail banking officer/directors

Program Time

10:00 am-11:30 am CT


90 minutes

In this session, participants will delve into many of the advanced strategies for optimizing interest-bearing deposit accounts, focusing on systematic approaches to pricing and promotion in various categories such as disclosed, promoted, negotiated, and retention strategies. The course is designed for banking professionals seeking to develop efficient and effective systems for managing interest-bearing deposit accounts while maximizing profitability and customer satisfaction.

Specific topics include:

  • Participants will get access to a list of Interest-Bearing Deposit Best Practices with detailed introductions of:
    • Companion Deposit Accounts
    • Timing and defining CD promotions
    • Dollarizing all term deposit offers
    • Showing how our offers stack up to the competition in dollars
    • Customizing term deposit maturities
    • Addressing competitor deposit offers
    • Limited Edition Savings
  • How to equip and empower those who interact with depositors in this non-trivial interest rate world with the processes, products, and a sales platform needed to win properly priced deposits.
  • How institutions become prepared for coherent, effective, and efficient negotiations as we leave behind the order-taker posture

Target Audience:  Presidents, CEOs, CFOs, ALCO members, controllers, retail banking officer/directors, customer experience, branch managers, marketing