Tuesday, June 24, 2025 | 8:45 AM - 9:45 AM ET
In this session, we’ll explore recent performance trends in funding and deposit behavior, highlighting the tools and data institutions need to effectively assess and manage liquidity. As financial markets evolve and depositor behavior shifts, it’s crucial to evaluate whether your current approach remains aligned with future funding needs. We'll discuss how to identify early warning signs, measure volatility with greater precision, and determine when it may be time to adjust your strategy in response to market or portfolio changes.
Participants will learn:
- Common pitfalls of tradition core deposit studies and how do you assess volatility moving forward
- How factors such as depositor age and account “vintage” impact volatility
- Where different segments exist within an account and how to handle them in changing market conditions
- The changing role of wholesale funding