Deposit Acquisition & Retention

“The results are outstanding! The step-by-step process, customization of curriculum and ongoing coaching has been critical to getting buy-in and commitment on day one. Pam Stadler and the team at IntegratedQSG have provided us with the knowledge and skills to perform at a level far higher than we could have performed without their help. We are tracking a huge ROI on this project!”
- Mark Holmes, CEO
  Select Bank & Trust

Overview
IntegratedQSG’s Deposit Acquisition & Retention (DAR) is designed to provide your new account team with the tools and skills to achieve your banks goals in deposits with a focus on core deposits. Through developing existing customers, acquiring new customers and retaining high-value clients, bank revenue will increase. In addition, DAR will teach your new account team how to refer to other areas to improve the overall growth of the entire bank. QSG customizes DAR to the unique needs of your bank, and your new account team. Five (1 to 2 two hour) private sessions facilitate and deliver the results of DAR, and are conducted (usually semi-monthly) using the efficiencies and flexibility of webinars. Each session includes pre and post projects. Measured results have proven web casts equal onsite workshops, but at a fraction of the cost. Onsite engagements and train-the-trainer models are available. The following is a sample of DAR:

Deposit Acquisition & Retention Outline

• Research internal and external resources to identify opportunities
  
  
• Develop acquisition strategies to capture deposits from marketing campaigns
  
  
• Understand the value of reducing defection and improving retention
  
  
• Discover a technique to refer business to other areas of the bank that works
  
  
• Learn how to ‘on-board’ customers for long-term retention
  
  
• Learn how to ask for the business without ‘selling’
  
  
• Learn ‘reasons to call’ customers and non-customers to increase new deposits
  
  
• Learn how to recognize and refer Remote Deposit Opportunities
  
  
• Learn how to plan and implement targeted deposit calling campaigns
  
  
• Discover how to acquire deposits from other financial institutions
  
  
• Create a 90 day formal follow-up program to retain and grow new customer relationships
  
  
• Discover how to create a formal follow up program with existing customer and non-customers to acquire, retain and build relationships
  
  
• Analyze case studies to improve ‘real world’ applications

DAR Summary Outline

Introduction
Get new deposits, develop existing deposit relationships and retain more deposits! These are the three core strategies to maximize client success, new account staff success and shareholder success! The tactics described in this summary are based on a comprehensive view of increasing deposits while improving client relationships. Tools and techniques are provided to help you recognize deposit opportunities, research additional opportunities both internally and externally, deploy a deposit market strategy, on-board new clients and retain new and existing client relationships through a formal retention strategy.

No two banks are the same. Some will find Deposit Acquisition & Retention as a best-in-class breakthrough to their every need to grow their business. Some will find some of the sessions to be “must haves” to add to their knowledge-base and processes. Still others will find “bits & pieces” of information and learning that help them sharpen their skills. Professionally-facilitated expertise and experience encourages team sharing of information and discussion amongst team members. Learning and assimilating ‘best practice’ tactics that best fit your mission, vision and strategies, creates consistency of expectations and results.

DAR is not a lecture! It is a participatory learning experience!

Summary Description

Schedule your private, customized and highly-profitable DAR soon!

Call Pam Stadler or John Cotton at 800-943-9638 or email at