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Accessorizing the Checking Account
Improving the Value Equation to Build and Grow Relationships
Join Ron Shevlin, Director of Research at Cornerstone Advisors, along with Dave DeFazio and Bryan Clagett from StrategyCorps, to discuss in detail the results of market research on how to make checking accounts more consumer appealing.
Here's what you'll learn
Why all demographic groups, especially Millennials, bank with Megabanks even though small and regional and community financial institutions enjoy higher levels of trust.
What can you do to win over consumers if you can’t compete on digital experience.
Which specific value-added services are consumers demanding that can be bundled into a checking account no matter your financial institution’s size.
Meet the speakers
Ron Shevlin
Director of Research | Cornerstone Advisors
Ron Shevlin is the Director of Research at Cornerstone Advisors where he heads up the firm’s strategic research efforts, including commissioned research, the Insight Vault service, and the Cornerstone Performance Report.
Dave DeFazio
Partner | StrategyCorps
Dave DeFaZio's extensive financial services experience and research in the fintech field ensures each product and service meets the needs of today's financial institutions. Dave is a highly sought after speaker who has presented at major industry conferences nationwide.
Bryan Clagett
Director of Strategic Initiatives | StrategyCorps
Bryan's banking experience includes corporate and retail marketing, e-commerce, business development and product management at several financial institutions. He has presented for American Banker, CUES, NAFCU, The American Bankers Association, and several technology firm client conferences.