If you have any questions or comments please give us a call at 1.800.348.1831 or submit a form here and we will get back to you as soon as possible. Please visit our Educational Services page for more webinars.
|Event Name:||Winning Customer Deposits in the Digital Age (3-Part Webinar Series)|
|Date:||Monday, October 22, 2018 11:00am CDT|
|Panelist(s) Info:||Dr. Wei Ke and Betty Cowell (Bio)
Dr. Wei Ke is a Partner based in Simon-Kucher’s New York and Toronto offices. He currently heads the company’s financial services activities in North America and is Managing Partner of Simon-Kucher Canada. Prior to Simon-Kucher, Wei’s professional and academic experience also covered consumer retail, self-storage, healthcare, shipping, and renewable energy industries. Wei is currently also an adjunct professor for pricing and marketing analytics at Columbia Business School and at Queen’s University Smith School of Business.
Betty Cowell is a senior advisor at Simon-Kucher & Partners. She has extensive experience in retail banking, deposits, debit card and sales service performance. Betty’s experience includes leading the development of business strategies for business banking and retail segments at Whitney Bank, and managing retail sales and service, deposit and debit card products at Wachovia Bank.
|Credits:||5.4 AAP, 4.5 CPE Credits|
The deposit market is shifting as interest rates rise, bank customers push for higher yields and fintechs including SoFi try to move into traditional banking.
This 3-part Deposit Bootcamp redefines deposit strategy for the digital age and the coming changes including younger demographics, the rise of non-banks and digitization. We explore non-financial approaches to attract and retain customers, how to leverage psychological biases, pricing strategy, offer-presentment and data analytics to stay relevant.