WEBINAR: Build and Retain Primary Financial Institution Status

WEBINAR: Build and Retain Primary Financial Institution Status

Retain & Build Primary FI Status - A Webinar

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Being the primary financial institution (PFI) for your accountholders is a growing challenge.?There are so many banking options available for people (especially app-based), and they are eroding your relationships. This is hitting community financial institutions especially hard. Most worrisome is how many FIs are either unaware or in denial of it happening!

Why?

Because they don’t have the analytics to identify primary and departing relationships.?And of the institutions which see this data, few have a product lineup and strategy to retain and excite those accountholders, and no access to the?sustainable revenues?that come with it.

That’s why I suggest sharing 45 minutes on Wednesday, September 28, 2 p.m. ET,?to join StrategyCorps partners Dave Crook and Mike Branton for their?Bye Bye Primary FI??webinar.

Save Your Seat

What to expect:

  • Insights?from StrategyCorps' proprietary market research (Gained from more than 7M checking accounts and 1B data points)
  • Industry examples?where the right products, pricing, and merchandising notably improved performance

I look forward to seeing you!

All the best,

Joe Winn - CEO & Credit Union Geek


Joe Winn

President - GreenProfit Solutions, Inc.

[email protected]

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