Webinar Available for Replay

Are You Using Competitive Data for Effective Pricing Strategies & Goal Setting?

Unlock your competitive advantage and improve performance by harnessing data-driven strategies

Wednesday, June 21  |  11:00-11:45 a.m PT

What You’ll Learn ↓

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This is the first time we've been in a rising rate environment in 15 years. As the Fed pauses, customers will lock in longer term investments. Now is the time to refocus your pricing strategy and equip your organization with the tools needed to succeed. By using market-and performance-based data, it ensures alignment between your goal setting and financial objectives. 

Join us for a live webinar designed for executives looking to optimize and price deposits more effectively. Our expert speakers from Inver Consulting Group will cover how financial institutions can get their fair share of the market and ensure they are setting goals that leverage competitive data. We will guide you through three essential pricing tools: competitive intensity, fair share analysis, and market-based goal setting. At the end, you’ll walk away knowing how to adopt a surgical approach to pricing, maximizing your net interest margin and alleviating guesswork.

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Key Takeaways

Competitive Dynamics

Explore the competitive dynamics within your operating markets.

Assess Performance

Understand your current performance and how you stack up against industry benchmarks.

Goal Setting

Learn how to create transparent market-based goals your team can rally around.

Tom McDermott inver
 

Tom McDermott
Co-Founder & Managing Partner, Inver Consulting Group

Tom McDermott is co-founder and Managing Partner of Inver Consulting Group, a financial services consulting firm based in Atlanta, GA. He has over 30 years financial services experience in executive level roles. His knowledge base is unique having led a large Retail Branch network, Product Pricing, Digital Banking, Corporate Financial Planning & Analysis, and Retail Sales Execution and was one of the industry’s first OMNI Channel executives. Tom's expertise in analysis span’s goal setting, incentive planning, budgeting & forecasting, management reporting, cost reduction and network planning. In his career, he has opened over 500 branches, closed over 500 branches and renovated over 1,200 branches resulting in significant revenue and cost reduction for multiple organizations. With expertise in new market entry and M&A, he has helped institutions accelerate market share gain and identify key competitive threats. 

Lisa Klingberg

Lisa Klingberg
Co-Founder & Managing Partner, Inver Consulting Group

Lisa Klingberg is another co-founder and Managing Partner of Inver Consulting Group. Her 20 plus year career has spanned investment services, commodities trading, mortgage banking, capital markets, and portfolio management. With an MBA in Finance, her Series 7, as well as PMP and Agile certifications, she has assisted financial institutions successfully managing capital projects totaling well over $100M dollars. Her training and education have given her extensive experience in organic revenue generation, financial modeling, analytics, forecasting and strategic planning. Her macro story telling abilities marry with her detailed data driven approach to provide timely solutions that are relevant to the current environment and easily executable. 

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Lisa Huertas (Moderator)
Chief Strategy & Growth Officer, FTSI

Previously serving the industry as the Chief Experience Officer for a technology-forward credit union, Lisa has compelling insight for financial institution leaders. For more than 20 years, Lisa has worked with bank and credit union leadership teams to understand and develop their vision, strategy, culture, and critical technology.