12th Annual Retail Deposit Optimization and Strategic Management

Name: 12th Annual Retail Deposit Optimization and Strategic Management
Start: 2025-06-09
End: 2025-06-10
Location: New York, NY

12th Annual Retail Deposit Optimization and Strategic Management organized by Marcus Evans Group

New York, NY

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The marcus evans 12th Annual Retail Deposit Optimization and Strategic Management conference taking place on June 9-10, 2025 in New York will equip the audience with practical solutions and experienced perspectives to assess and better adapt retail deposit strategies to drive acquisition and retention in the current macro environment. The central challenges to be addressed include evolving strategies for retail banking and treasury integration, leveraging digital transformation and enhancing customer segmentation through advanced data and analytics. Moreover, experts in this field will also discuss different strategies for building customer loyalty and ensuring primacy through pricing and additional product offerings.

Key Topics include:

Evaluate the impact of current macro environment dynamics on retail deposits
Reflect on lessons learnt from creating a strong user experience through digital banking channels
Customer journey optimization: Leverage the digital transformation for deposit onboarding and relationship deepening
Unlock new customer bases and the underbanked through tailored products
Explore different strategies for building customer loyalty and increasing stickiness of deposits
Beyond rates and pricing: Build primacy through strategic value propositions

Best Practices and Case Studies from:

Jonas Ng, Digital & Fintech Strategy & Innovation, Keybank
Liliana DiBua, Director of Innovation and Program Management, Hanover Bank
Ram Subramanian, Chief Marketing Officer of Deposits Business, Discover Financial Services, Discover Financial Services
Michael Cyr, Executive Director, The Opportunity Initiative
Jenny Zhang, Managing Director, Head of Portfolio, Pricing & Analytics - Marcus Deposits, Goldman Sachs
Dustin Neurath, Head of Deposits and Lending, Santander Bank, N.A.