Deposits & Lending in 2020: Tips to Compete and Thrive

March 10, 2020 | 2:00 PM EST

About the Webinar 

Learn from industry experts on ways your credit union can compete and thrive against evolving fintech and mega banks. Hear about actionable strategies for increasing deposit activity, attracting new loans, and marketing the right products to the right consumers.

Please note: as of January 1, our webinar platform no longer functions on Internet Explorer. Please use Google Chrome or another browser to watch our webinars.

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Presented By

Jarrett Settles
Jarrett Settles

National Sales Consultant for Lending, Deposits, and Technology | Allied Solutions

Jarrett works with credit union executives to identify barriers and opportunities for growth and develop innovative business solutions. He also advises financial institutions of all shapes and sizes on digital transformation and data strategy.

Key areas of focus that Jarrett brings to financial institutions surround generational divides in consumer behavior, data-driven loan and deposit growth solutions, as well as expertise in fintech, insurtech, and financial institution technology.

Charlie Peterson
Charlie Peterson

Senior Vice President, Strategic Initiatives | Allied Solutions  

With over 33 years of diverse experience in the financial services Charlie Peterson has supported over 1000 clients in nineteen states providing 'best in class' insurance, income, loss mitigation and technology efficiencies to the credit union marketplace. His passion and drive in lending growth, client consultation and digital channel development have been his hallmarks. In his current role with Allied Solutions, Charlie is helping credit unions nationwide successfully execute on their visions and plans for growth.