State of
U.S. Deposits

Join us for the March installment of the state of U.S. deposits webinar series to learn the latest consumer and small business industry trends. To help financial services leaders navigate current market conditions, BAI Research leverages insights from financial services leaders and an industry-leading data network.

In this presentation, informed by BAI's latest consumer and small business weekly deposit data and our team of industry analysts, we will address the latest trends in deposits and what we expect to unfold in 2024.

Join us and your peers for the latest data and implications to these critical questions:

• What are the latest trends and shifts in consumer and small business deposit activities?
• What is driving these changes?
• How do they vary by segment and bank size?
• How will deposit trends impact how banks serve the consumer and small business markets in 2024?

PRESENTERS:

Tom Hoscheidt
Managing Director, Research
BAI

Tom directs BAI’s performance benchmarking business, helping to bring non-biased data to life so our customers can make well-informed decisions. With more than 30 years of financial services research and marketing experience, he’s skilled in primary research, consulting, and benchmarking. His leadership roles at Raddon Financial Group and Champion Federal, combined with his tenure at BAI have made a Tom a trusted resource for financial services leaders throughout the country.

Isio Nelson
Managing Director, Research
BAI

Isio Nelson is Managing Director for BAI Research. In his role he leads the product, data management and analytics, and client engagement teams. Isio joined BAI in 2020 as Head of Client Engagement for BAI Research. Prior to joining BAI, Isio led multiple teams and business units at Equifax, Citi, Capital One and a startup Fintech provider. He received an M.B.A from the Kellogg Graduate School of Management at Northwestern University and a B.S. in Business Operations Management from Devry Institute of Technology.