Tried and True Tools to Grow Earnings
for Your FI in All Types of Markets

LIVE WEBINAR Thursday, November 10, 2 p.m. ET


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There’s little debate that community banks and credit unions have a lot more to deal with than just headline-grabbing stories about neobanks and fintechs.

And we get it, community financial institutions (FIs) make their money from real earnings and revenue growth. They’re not fintechs and neobanks that are spending VC money to grow a business, not build an institution that a community can rely upon generation after generation.

We also understand that the solution to building community FIs for the future isn’t as simple as turning them into digital banks. That kind of transition is best accomplished by evolution, not disruption.

Banks and credit unions don’t follow Meta’s Mark Zuckerberg’s mantra of  “move fast and break things.” Community FIs’ mantra is more “move deliberately and build things.”

Big Changes Don't Require Big Reactions

This year has brought with it the weighty reality of a revenue recession. Usually rising rates are a great environment for FIs that drive most of their revenue from their loan portfolios. But rates have moved so high so fast that now they have pinched demand for almost all loan products. And this is happening on the heels of non-bank players stealing a lot of traditional FIs’ mortgage business.

Add to that the loss of interchange fees as more consumers are slowing down their credit card use. As a matter of fact all fees have been squeezed as new digital banking alternatives and the big banks have been slashing or eliminating OD and NSF fees.

But that doesn’t mean community FIs have to reinvent themselves. Just like radjusting course by a few degrees on a long journey can make a significant difference over time and distance, so too can FIs make a smart, simple course correction that will make a huge difference over time.

Our Engagement Solutions Have Generated
$500,000 for Every $1 Billion in Assets

For all the challenges that are leaking revenue from FIs, a proven solution that not only generates revenue but also can grow primary accounts, improve retention, and attract new customers doesn’t have to come with a big price tag, massive organizational disruption or a new IT department.

It’s about readjusting something fundamental to banking since the old days of handing out lollipops at the teller windows - it’s all about redeploying a modern engagement strategy.

In this 30 minute webinar we’ll explore three keys to effective engagement in 2022:

  • What does modern engagement mean?

  • How does engagement actually produce ROI, much less sustained growth in revenue and earnings?

  • How can banks and credit unions improve their engagement in today’s challenging environment (hint: unique products and features, analytics, and marketing)?

Meet the Experts


Dave Crook and Dave DeFazio have more than 20 years of experience working with financial institutions on retail checking strategies and products.

Both are subscription model and revenue experts (long before Amazon Prime and Netflix!) who help more than 300 financial institutions generate hundreds of millions of dollars of consumer-friendly recurring revenue from consumer checking products.

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