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Midpoint 2023 Industry Trends & Best Practices for Balance Sheet Growth

Tim Keith, CEO of Infusion, joins Dan Marks to discuss current trends, opportunities for raising deposits for banks and credit unions, interest rates, and best practices. 

Key points covered include:  

  • Trends we are seeing as we work with clients all over the country at the start of 2H 2023. 
  • What we are seeing today regarding raising deposits efficiently and effectively with the huge focus on deposits over the last 6-9 months. 
  • Opportunities banks who need deposits should be focusing on as high probability wins and any similarities or differences for credit unions. 
  • How loan growth has changed with the current interest rate environment. 
  • What we are seeing regarding channel mix and best practices for execution.