Deposit Acquisition
Our Deposit Acquisition program meets the constant challenges of building the institution's deposit base. It focuses the specific skills and techniques that can be used to acquire deposits and boasts a proven track record for achieving dramatic results.

Most effectively presented as a one-day program, Deposit Acquisition includes eight hours of high-impact video and interactive exercises supported by a comprehensive Participant Workbook and Leader’s Guide.

Participants: The Deposit Acquisition program is aimed at all individuals with an interest in gathering deposits for their financial institutions. Although the program was produced before an audience of retail bankers, it is appropriate for all financial services institutions selling deposit products.

Program Highlights:

  • Internal and external deposit disintermediation and other proactive techniques for retaining deposits
  • Handling client-sensitive issues, such as rate sensitivity and safety
  • Recognizing and capitalizing on timing opportunities/lifestyle events such as divorce, retirement, interest rate changes, etc.
  • Mastering a consultative and aggressive approach to generating leads and referrals for deposit acquisitions
  • Launching a list-driven deposit acquisition campaign
  • Specific scripting workshops for handling focused situations, such as selling against direct competition and IRA campaigns


To contact us for more information, click here.


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