Get Deposits Now!

Program Overview

Given the current economy, there is more pressure on the retail branch system to generate more deposits and capture them as soon as possible.  How do you do that?  This entertaining and fact-oriented live e-classroom presentation will show you how to develop the best approach to set the conditions for increasing deposits, and the best tips for making deposit gathering beneficial for the client and fun for the branch team.  We will reveal what drives the client and what is the real motivation, plus look at what the next logical product the client or prospect is willing to buy.  We will also examine how to make your existing clients more attuned to the value you deliver.

Agenda

  • The bank atmosphere and a “helpful, advisory” philosophy
  • Using your “Goal” data
  • Helping the client save
  • Think like your client
  • Reducing deposit attrition
  • Deposit growth cycles
  • Next logical product
  • Your “best client” tactics
  • Cash management
  • Checking strategies
  • Killer business development ideas
  • And more

Who Should Attend?

Branch Managers, Assistant Branch Managers, Deposit Officers, Cash Managers, Senior Branch Managers, VP’s of Branch Operations, VP’s of Branch Deposits, and any senior management or other officers charged with improving deposit gathering in a community financial institution.

Instructor

Duane Sobecki
Duane Sobecki

Duane Sobecki is the Co-Founder of Robovise, a digital wealth management advisor for banks, credit unions, financial advisors, and their customers. He is also Co-Owner of Focused Results. Duane is a r... read more.

Course TitleCreditsStart DateStart TimeDelivery TypeDelivery OptionInstructor / LocationPrice
Get Deposits Now!.25 02/22/2023 12:00pmOnlineLive E-Classroom Training Duane Sobecki$350.00 Register Now
Get Deposits Now!.25 02/23/2023 9:00amOnlineLive E-Classroom Training Duane Sobecki$350.00 Register Now
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