Driving Low-Cost Deposits and Optimizing Retail Performance

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About the Webinar

Many credit union marketers spend a significant portion of their budget at the top of the funnel to drive account acquisition, and that’s great—if those new members are active, loyal, and deposit-driving account holders. But that’s not always the case. In today’s environment, it’s critical to look beyond the initial account acquisition to more effective and continuous onboarding, keeping those new members engaged and actively transacting, and securing long-term loyalty to your credit union.

To accomplish all of these things, credit unions need a complete solution that can:

  • Increase data-driven account acquisition
  • Drive low-cost, core deposits
  • Painlessly & effectively onboard new members
  • Leverage data and digital strategies to engage and reacquire members
  • Boost transactional activity and cross-sales

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Presented By

Bob Sterner

National Account Manager, Velocity Solutions

Bob has been with Velocity Solutions since 2003. His primary responsibility is to establish and maintain business relationships with financial institutions across the country, but in his 20+ years with the organization, he has also supervised the customer service department and managed specialized strategic programs. In addition, Bob plays a vital role in managing Velocity’s client consultants and business analyst team. His background of 25+ years in customer service, combined with his daily front-line exposure to the banking industry has provided him with extensive insight into the challenges faced by the community and regional banks. He leverages that knowledge and experience to advise Velocity’s clients in regulatory questions, retail strategy, and a host of tactical methods to drive non-interest income.

Bob has a BS in Business Management from UNC Wilmington’s Cameron School of Business. Originally from Gettysburg, PA, he now lives in Wilmington, NC with his wife, Laura and their three children, Addie, Sam and Livvy.