New Customer and Deposit Strategies Anyone?

November 13, 2009   Posted in Uncategorized

Next year will provide banks meaningful opportunities to:

  • Acquire new customers, some that may be dissatisfied with their current financial institutions
  • Acquire more deposits from customers pursuing a deposit “safe haven”
  • Lower marginal costs of funds using advanced product and acquisition strategies
  • Build brand recognition among Gen X and Y

I want to let you know about an upcoming seminar that we have designed in partnership with the Massachusetts Bankers Association:

Customer and Deposit Management for 2010:
Opportunities, Products and Strategies

On December 2nd, we will discuss the status of live reverse auctions, social media and rewards checking.  You’ll have the chance to hear from fellow bankers first hand as they describe their experiences with new products and strategies.

I’ll present a 2010 banking outlook customized for those of you responsible for acquiring new customers and increasing deposits.  I’ll also conduct a SurveyMatters live polling session so that you can see your colleagues’ views on important customer and deposit issues.

At the end of the day we’ll conclude with a banker’s panel where your colleagues will discuss the challenges and opportunities of customer and deposit management in 2010.

Seminar details can be found at:

I hope to see you there!

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About Jim Jones

James D. Jones, a national speaker for 16 years, has presented to financial services and mortgage audiences for organizations of all sizes.More >


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