How to Keep Depositor Relationships Strong After SVB

Deposit expert Neil Stanley and banking expert, Matthew Doffing will walk you through a comprehensive playbook for addressing liquidity management issues in 2023. Attendees will come away with best practices they can use immediately.

What You Will Learn

  • What questions should depositors be asking about their deposit choices?
  • What risks and opportunities are available to depositors?
  • How can you communicate alignment between those questions and bank offerings?
  • How to engage depositors who decide to go elsewhere in a way that retains the relationship?
  • For those with insured deposits, how can you reassure accountholders?
  • What specific words should you use when engaging depositors of $250,000 or more?
  • How can you engage uninsured depositors of other institutions to earn their trust?
  • What legal risks must you avoid as you communicate?
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Training Overview

Learn how to talk to customers or members and create deposit retention.

Rate increases already had elevated deposits to a higher priority in the minds of account holders; then came SVB’s failure and their well-publicized connection with uninsured deposits. As those worries settle, deposit rates, options, and insurance will stay on account holders' minds as they engage staff.


This webinar prepares frontline staff with the conversation strategies to align the organization's goals with those of account holders. Clear and effective communication on key questions will allow institutions to navigate rate conversations and calm nerves about deposit security.

  • What questions should depositors be asking about their deposit choices?
  • What risks and opportunities are available to depositors?
  • How can you communicate alignment between those questions and bank offerings?
  • How to engage depositors who decide to go elsewhere in a way that retains the relationship?
  • For those with insured deposits, how can you reassure accountholders?
  • What specific words should you use when engaging depositors of $250,000 or more?
  • How can you engage uninsured depositors of other institutions to earn their trust?
  • What legal risks must you avoid as you communicate?
Recommended Audience
Who Should Attend?
  • Bank and credit union CEOs
  • Board members
  • Risk and compliance committee members
  • Risk and compliance executives and officers
  • Risk and compliance team members
  • Compliance attorneys
  • Bank or financial institution officers and managers
  • Executive directors
  • Business unit and department managers
  • General counsel
  • Auditors
What's included
Training includes
  • Certificate of Attendance
  • All resources and training materials
About

Expert Presenter

Neil Stanley
  • Over 25 years as a bank executive with three high-performance family-owned banking groups
  • Founded The CorePoint in 2010 with a mission of revitalizing pricing strategies for retail deposits
  • Served as a director for several banking and financial organizations as well as Pillar Seminary
  • Facilitates the 2021 High Performance Idea Exchange for the Sheshunoff CEO Affiliation Peer Groups
  • Taught in the Economics department at Iowa State University, the Graduate School of Banking in Colorado, the Southwest Graduate
  • School of Banking, and the Graduate School of Banking – Madison
  • Granted two U.S. patents for business processes which unleash value in time deposits
  • Published numerous banking industry articles
  • Master’s Degree from the University of Nebraska-Lincoln
About

Expert Presenter

Matthew Doffing
  • Senior editor at The Financial Brand
  • Founder and President of FinProse, a marketing content firm focused on banking
  • Covered banking, mortgage, and fintech as a trade journalist for 12 years