How to Leverage Your Bank’s Data

A FinXtech webinar with Bank Director

Banks have data on deposits across products and customer relationships, but total balances alone don’t show where growth is coming from, which relationships may be at risk, or what is driving deposit behavior.

In this webinar, Dave Koch explores how to analyze deposit data at the relationship level and use insights about growth, profitability, and funding stability to inform retention, pricing, and product decisions.

You will learn: 

• Distinguish new deposit growth from funds added by existing customers, internal product shifts, and outflows
• Assess deposit relationships by considering profitability, balance stability, rate sensitivity, concentration, and product mix
• Apply relationship-level insights to growth, retention, pricing, and product decisions