01/01/08Why Our Webinars Are Different!

04/21/08Deposit Acquisition & Retention

Get more lower-cost deposits, develop existing deposit relationships and retain more deposits!read more

04/21/08Deposit Acquisition & Retention

Pam Stadler, SVP of IntegratedQSG, is a 20 year banking veteran having served in multiple management positions, investments, lending and service & sales performance. She holds a Bachelor of Science degree in Business Administration and has AAS degree in Accounting. Pam has served on the Wisconsin Bankers Sales and Leadership Student Board. She has authored numerous articles and has been a frequent banking guest speaker in Illinois, Wisconsin, Iowa, North Carolina, Alabama, Louisiana and Georgia earning high evaluations for her content, delivery and expertise. Pam is a high energy consultant specializing in results-based employee performance in the customer experience, business development, customer retention and strategic planning disciplines.

Deposit Acquisition & Retention is an interactive, participatory business development learning experience. It is a measurably proven strategy to increase your current level of new deposits with a focus on lower-cost deposits. Each session builds upon the next and includes assignments providing participants the opportunity to use the learned techniques and prepare for the next session. Tools, techniques and skills are provided to help participants recognize new deposit opportunities, research additional opportunities both internally and externally, deploy a deposit market strategy, on-board new clients and retain new and existing relationships through a formal retention strategy.

Deposit Acquisition & Retention (DAR) provides immediate value and is sustainable!

Series Agenda:
April 21 - Session 1: Introduction & Overview of Series, On Stage, Touch-Points impact, Acquisition opportunities, The 4 components of building relationships, Assignments

April 28 - Session 2: Turning Checking Inquiries into New Business – Product Knowledge, Relationship conversations, No ‘selling’ allowed, Additional opportunities, Asking for business, Assignments

May 5 - Session 3: Turning CD Rate Inquiries into New Business – No rates allowed, Need-defining conversations, Recommendation tactics, Asking for business, Assignments

May 12 - Session 4: Deposit Research & Marketing – Internal & external deposit research, Reasons-to-call, Promotion campaign deployment, New product promotion, Referring opportunities to others, Assignments

May 19 - Session 5: Retention Strategies & Review – Why follow-up and follow-thru, Costs of defection, Building a formal retention strategy, follow-up with clients, Review, Post Program, Assignments

Investment:$1,850 for each computer connection
(That's $370 per session, per connection with unlimited participants per computer connection!)

Remember: There are 5 sessions. Each session is 1½ to 2 hours including Q&A. Combine branches when feasible, but be careful not to create too much travel time and too big of an audience. Focus on getting the biggest results from the program! The cost is a one-time event ---- the benefits can last for years.

If you would prefer to have your own private Deposit Acquisition & Retention Program customized to your products and culture, call Lisa Fleming, Pam Stadler or John Cotton at 800-943-9638.

CAN’T ATTEND, BUT DON’T WANT TO MISS THE SESSIONS? - ORDER THE SERIES ON CD-ROM (PC USE ONLY) FOR $1,175! You’ll receive the audio and visual presentation, plus all of the participant handouts. With this package, you will own the entire series for your current and future needs. On-demand, Affordable, High-Value! Click Register and Order Products (at the bottom of the from).