Webinar — Unlocking Data-Driven Growth: Optimize Consumer Liquidity & Retail Banking Strategies

Webinar Date/Time: April 30 at 2:00 CT

Financial institutions need real-time insights to navigate shifting consumer liquidity trends and optimize retail banking performance. This webinar will explore how data—integrating peer benchmarks, deposit behavior, purchasing power, repayment capacity, and Reg. E management—drives smarter decision-making.

Join Velocity Solutions at CSI expert Tim Barrett for a deep dive into the latest trends shaping consumer liquidity and discover how banks and credit unions are leveraging key metrics to increase profitability, strengthen customer relationships, and improve overall performance.

This webinar will equip you with:

• Insights into key trends in consumer liquidity and deposit behavior
• Strategies to optimize Reg. E management and overdraft policies
• Techniques to increase account lifetime value with data
• Real-world examples of banks and credit unions driving growth through data

Harnessing the right data leads to smarter, more profitable decisions. Don’t miss this opportunity to gain the insights you need to strengthen liquidity strategies, maximize retail banking performance, and drive long-term growth.

Please note: All registrants will receive a copy of the webinar playback.

Tim Barrett
Executive DDA Strategist — Velocity Solutions at CSI

Tim joined Velocity Solutions in 2012 after the firm acquired the software products and teams he led as the Director of Deposit Score Solutions from Sheshunoff Consulting + Solutions. For over 30 years, Tim has developed and shared extensive knowledge in key areas such as bank systems integration, data analysis and consumer liquidity programs. As the Velocity ILS Product Owner, Tim collaborates with our developers to expand the platform’s capabilities and enhance client data analysis. His diverse client base ranges from single-branch operations to institutions with over $100 billion in assets.