11th Annual Retail Deposit Optimization and Strategic Management, Canada

11th Annual Retail Deposit Optimization and Strategic Management, Canada  

September 8-9, 2025 | Holiday Inn Toronto Downtown Centre | Toronto, ON‚ Canada 

Retail deposits remain a fundamental source of funding for financial institutions. To meet customer expectations, it’s crucial that banks and credit unions continuously adapt their offerings. The current uncertain macroeconomic climate has further highlighted the importance of long-term deposits and the stability they bring to a bank’s financial foundation.

The GFMI 11th Annual Retail Deposit Optimization and Strategic Management, Canada conference taking place on September 8-9, 2025 at Holiday Inn Toronto Downtown Centre will bring together the leaders in retail deposits to deliver practical case studies assessing the enhanced need to focus deposit retention and customer loyalty as interest rates get lower. The event will allow attendees to understand the latest advancements in omnichannel customer experiences as well as benchmark how to create a unified approach between deposit and treasury teams. There will also be a review of the most effective pricing strategies in the current environment and how banks can achieve primacy from high value customers. 

Attending This Premier marcus evans Conference Will Enable You to:

• Create a strong alliance between treasury and deposit teams to maintain profitability

• Evaluate recent advancements in digital banking and how to meet the needs of younger generations of depositors

• Capital management strategies to support funding stability in the face of market risk volatility

• Create consistency across the customer journey through a seamless approach across all channels

• Optimize deposit growth through data-driven pricing and product strategies

• Generate and retain high value deposits through identifying high value customers and creating a tailored approach to them

Best Practices and Case Studies from:

• Remal Tailor, Vice President, FTP Center of Excellence and Corporate Support & Corporate Treasury Performance Management, RBC

• Pankhuri Kumar, Director, Everyday Banking Transformation, CIBC
• Florent Kpodjedo, Managing Director, Financial Resource Management, National Bank of Canada
• Victor DiMarco, Director Customer Growth, BMO
• Vineet Singh, Head of Analytics, Tangerine Bank
• Hanif Dharamsi, Vice President, Head of Private Banking, TD

For more information and registration discounts please contact: Ria Kiayia, Marketing Manager Digital Media and PR at [email protected] or visit https://shorturl.at/MjOF3