Key Deposit Management and Pricing Best Practices with Neil Stanley

Top Quartile
Top Quartile
Key Deposit Management and Pricing Best Practices with Neil Stanley
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Neil Stanley, the CEO of CorePoint and a former Bank CEO joins host Dan Marks to talk trends and best practices on liquidity management.  Neil has an extensive experience from his time working for a bank and running a bank as CEO as well as his current role at Corepoint.  Neil has a passion for diving deep in understanding all of the levers that influence deposit growth at a bank and an interesting perspective that may be a source of new ideas and inspiration for enhancing your strategy.  

 

  • Trends across the industry related to liquidity management 
  • The catalyst for shifts in balance sheet priorities and how to get prepared for what is coming 
  • The balance sheet view compared to the customer view 
  • The value of personalization in setting deposit pricing and processes 
  • Updating processes and approaches for the mix of digital and personal channels 
  • Key take-aways and best practices 
  • Neils’ reflections on lessons learned from being a young bank CEO 

Making a Difference and Driving Growth with Amber Callahan

Top Quartile
Top Quartile
Making a Difference and Driving Growth with Amber Callahan
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Amber Callahan who leads marketing for 1st Advantage Credit Union joins Dan Marks how a data driven foundation for marketing leads to brand growth as well as product growth. Some of the points we highlight in this episode are: 

 

  • What growth has been like recently at 1st Advantage 
  • 1st Advantage’s marketing strategy 
  • How the 70-year legacy of community involvement builds the brand 
  • Using data and analytics as a strong foundation for the entire marketing plan 
  • Best Practices and lessons learned 
  • Advice Amber would give to her younger self 

Understanding customer needs and the innovation agenda w/Rilla Delorier

Top Quartile
Top Quartile
Understanding customer needs and the innovation agenda w/Rilla Delorier
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Rilla Delorier, who sits on multiple bank and fintech boards, joins Dan Marks on this episode to discuss how banks can ensure innovation gets the proper attention at the board and management level. 

 

  • Innovation from the perspective of a bank executive vs a bank board member 
  • How Rilla filters and prioritizes key information
  • Understanding the customer perspective to inform strategy 
  • The importance of having people from different perspectives to spark inspiration 
  • Key innovation areas of opportunity for community banks
  • Avoiding the ‘twin traps’ of being too aggressive and too massive on a transformation program as opposed to not doing enough 
  • 3 key lessons learned by Rilla that would be helpful for bank management 
  • Advice Rilla would give to her younger self  

Growing deposits at attractive cost by applying advanced data analytics w/Tim Keith

Top Quartile
Top Quartile
Growing deposits at attractive cost by applying advanced data analytics w/Tim Keith
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Tim Keith and Dan Marks discuss how smart banks and credit unions are able to apply practical analysis to create a data driven strategy that results in reaching funding goals and relationship growth goals at a lower total cost than other alternatives. 

 

  • Macro trends from across peer banks and credit unions 
  • Similarities and differences from prior rate cycles going back to the 1970s 
  • Differences between relationship and prospect driven approaches 
  • How personalized digital media changes the game 
  • Key lessons learned and practical examples 

Tapping growth through a focused strategy w/Janelle Herrera

Top Quartile
Top Quartile
Tapping growth through a focused strategy w/Janelle Herrera
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Janelle Herrera, the head of Marketing and Business Development at OnTap Credit Union talks with Dan Marks about OnTap’s unique mission tied to their roots and it focuses the growth strategy. Dive into the history at the bottom of the bottle on this fascinating Podcast episode of Top Quartile.

 

  • How OnTap Credit Union was founded
  • What exactly is ‘beer culture,’ and how it relates to the credit union’s roots
  • Where Janelle prioritizes the growth strategy
  • Leveraging data analytics to inform strategy
  • Engaging the community in unique ways
  • Best practices at OnTap Credit Union
  • Words of advice that Janelle would give to her younger self 
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