About the Event

Presenting the Eighth National Conference: Critical Crossroads: Choosing the Right Course.

In an age where the largest financial institutions are willing to fight for every customer, and where customers are willing to move established relationships on a dime, the stakes have never been greater. Today you stand at a critical crossroads with an important choice to make: What course is the right one to compete and win?

Shaping your decision are powerful market forces that affect your ability to compete and environmental factors that color how your customers see and interact with you. These include broad adoption of broadband Internet access, continuing technological innovations, and the full realization that the consumer has taken control of their experiences.

Complicating your decision are significant business challenges, or road hazards, that require strategic navigation, such as:

• Mastering the Margin Squeeze. Determining the right amount of risk aversion for your business in the current economic climate requires recognition of how technology can assist in seizing opportunities. How well are you leveraging your online assets?

• Growing Low-Cost Deposits. Working to prioritize low-cost deposits in every line of business requires expanded marketing initiatives within an unpredictable regulatory and interest rate environment. How can you best compete?

• Retaining Retiring Baby Boomers. Relationship maintenance between financial institutions and aging baby boomers has become increasingly difficult as staffing, coaching and understanding have fallen short of demand. What must you do to earn their trust?

• Finding the Right Formula for Serving Small Businesses. Serving the small business market requires the ability and the willingness to craft unique packages to satisfy customers whose needs and objectives may be more dependent on local conditions within their industry than national macro-economic factors. What’s your winning formula?

The 2007 National Conference will feature sessions and workshops that are audience-specific – consumer, small business and business banking – and address your specific business challenges and objectives, including:

• “E” Octane: Achieve higher performance with next-generation online services;
• Bundle Banking: Proven strategies for achieving small business loyalty; and
• Strategic Spark Plug: Revitalizing Corporate Banking.

To compete and win in today’s dynamic and ultra-competitive marketplace, you will have to make some big decisions.

Do I stay the course? Do I change course?

Digital Insight, an Intuit company, will help you make the right decisions that position your institution for future success at Critical Crossroads: Choosing the Right Course.

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