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2nd Annual Retail Deposit Optimization and Strategic Management Canada

April 18, 2016 - April 20, 2016

Retail Deposit Banner

Why You Should Attend

The increased focus of regulators on liquidity, mean retail deposits are still a key product for financial institutions in North America. However, the unpredictable interest rate environment and increased customer awareness mean that institutions need to develop new strategies to attract new clients, whilst still maintaining their existing client base. Financial institutions need to optimize their deposit strategies to ensure strong returns, while remaining compliant in the current regulatory environment.

This GFMI conference will discuss the volatile interest rate environment and how financial institutions are preparing and adjusting to the potential changes in the market. Through case study presentations and round table discussions, our expert panel of key decision makers will show how to optimize deposit strategies to attract and retain customers, discuss ways to effectively comply with liquidity regulations, learn to leverage customer data to aid with product innovation, and how to continue to grow and maintain client relationships in this changing environment. Attendees will leave with better insight into the uncertain and fluctuating landscape of retail deposits and be better equipped to manage the future of their institutions.

Key Topics

  • Understand the effect of liquidity requirements on deposit pricing
  • Integrate customer data to create innovative products and strategies
  • Innovate deposit products to remain competitive in the current rates environment
  • Evolve your distribution channel strategy to best meet customer needs
  • Manage the current volatile interest rate environment

Previous Attendees Include

BOK Financial, Capital One, CHASE Bank, Citibank, Deutsche Bank Group, KeyBank, Northern Trust, PNC Bank, Silicon Valley Bank, SunTrust Bank, TD Bank, Union Bank, Wells Fargo

Why Choose GFMI marcus evans?

marcus evans specialises in the research and development of strategic events for senior business executives. From our international network of 63 offices, marcus evans produces over 1000 event days a year on strategic issues in corporate finance, telecommunications, technology, health, transportation, capital markets, human resources and business improvement.

Above all, marcus evans provides clients with business information and knowledge which enables them to sustain a valuable competitive advantage and makes a positive contribution to their success.


April 18, 2016
April 20, 2016
Event Category:


Rachel Strug


Unnamed Venue
toronto, toronto Canada + Google Map