CBA Webinars

CBA Team Contact

Jake Fowler
jfowler@consumerbankers.com
202-552-6377

Exploring Recent, Actionable Changes in Consumer Deposits Behaviors

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PRESENTERS:

Sri Gowd, Director of Analytic Services, US Deposits Practice, Nomis Solutions 
Dave Nicholson, Director of Customer Success, US Deposits Practice, Nomis Solutions

ABOUT THE WEBINAR:

Concise, high definition insights into consumer deposit behaviors can promptly inform more accurate, valuable product and pricing decisions. In this session, we will share and explore several high-impact visualizations of live consumer deposits data, including deep dives into recent consumer deposit balance acquisitions, attritions, augmentation and intra-bank transitions. Based on these views, we will work through several strategic and tactical implications for deposit product management and pricing, tying the implications to broader macroeconomic and competitive trends. Ultimately, we will model best practices we see banks employ when approaching, synthesizing, and leveraging vast deposits data for specific business decisions.

THIS WEBINAR WILL COVER:

  1. Macroeconomic and competitive trends setting the stage for deposits product management and pricing decisions
  2. Concise, actionable visualizations of key deposit customer behaviors and balance trends
  3. Strategic and tactical implications flowing from the visualizations

TOP 3 BENEFITS TO ATTENDEES:

  1. Gain actionable strategic and tactical insights into deposits product management and pricing flowing from live bank data
  2. Experience best practices for approaching, synthesizing and visualizing vast consumer deposits data that can be replicated within your institution
  3. Attain select, efficient competitive and macroeconomic insights

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Dave Nicholson

Director of Customer Success, Nomis Solutions

Dave Nicholson is the Director of Customer Success within the Deposits practice at Nomis Solutions.  In this capacity, Dave’s key responsibility is to help Nomis clients wield as much value as possible from the messages available within clients’ data.  Prior to joining Nomis, Dave spent 10 years in the financial services industry, holding positions in product management, pricing, marketing analytics and sales process within Bank of America and Union Bank of California.  Dave is a native of North Carolina and holds an MBA from Duke University.

Sri Gowd

Senior Director of Services, Nomis Solutions

Sri is Senior Director of Services at Nomis Solutions, and leads all implementation and delivery teams across the US and Canada. Sri is responsible for managing all aspects of consulting, project delivery, advisory services, and ongoing support across several of the top retail banks in the US and Canada. Prior to his role at Nomis, Sri served as Director of Global Consulting at Fractal Analytics, managing a team of analytic and business resources focused on solving key strategic problems for financial services firms. Prior to Fractal, Sri spent time at Capital One, as well as various roles in management consulting and venture capital. Sri holds an MBA in Finance and Strategy from the Fisher College of Business at the Ohio State University and a B.S. in Mechanical Engineering from BITS, Pilani, India.

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