Data-Driven Strategies to Grow Accounts, Lower Costs and Expand Market Share

Thursday, February 20, 2025

2:00-2:45 PM CENTRAL

For 54% of executives, growing deposits is their top challenge. Factors such as increased competition for deposits, compressed margins, and the increased focus on liquidity have made deposit growth a critical focus for 2025.  Today’s landscape is marked by intense competition—from big banks to digital banks and fintechs—putting upward pressure on acquisition costs.

Furthermore, achieving sustainable growth goes far beyond simply acquiring new accounts—you must also secure the coveted Primary Financial Institution (PFI) status. Learn how to attract the right prospects that align with your mission and vision, reduce the cost of acquisition, and strengthen account holder retention and loyalty.

Key Topics:

• Leveraging data analysis to identify and target high-value prospects effectively.
• Reducing costs to acquire new accounts and cross-sell services.
• Driving long-term value to achieve PFI status and responsible revenue growth.

Who Should Attend? CEOs and senior executives from community banks and credit unions.

Complete the form to register and position your community financial institution as the go-to resource in 2025 and beyond.