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Join us for the next session in our quarterly webinar series, delivering timely insights into the evolving consumer and small business financial ecosystem. This session combines ProSight’s latest deposit research with additional insight from the Equifax IXI™ Network Wealth Trends Report, which tracks U.S. household wealth across 130+ million households using direct-measured data from over 90 leading financial institutions.
Together, these insights provide a deeper understanding of both deposit activity and the wealth trends influencing customer behavior, helping financial institutions optimize strategies for acquisition, growth, and retention.
We’ll explore:
Register now for our upcoming webinars on September 10 and December 9, and gain insight into the knowledge needed to make informed decisions and stay ahead in the ever-evolving financial services landscape.
Speakers
Tom Hoscheidt
Managing Director, Research
ProSight Financial Association
About Tom
Tom is a seasoned veteran in the financial services industry, with over 40 years of experience focusing on research and competitive benchmarking. For the past two decades, he has played a vital role as managing director within ProSight’s research department and served as a lead architect of ProSight’s consumer and business benchmarking programs. Presently, Tom channels his expertise into Thought Leadership, New Product Development, and Client Relationship Management. A trusted industry speaker, Tom shares his insights at prestigious events including ProSight’s quarterly State of Deposits webinar, leading Deposit Pricing Conferences, and Industry Insights presentations to CBA's Deposit and Payments Committee.
John Rountree
Head of Client Engagement
ProSight Financial Association
About John
John Rountree is Head of Client Engagement for Research at ProSight Financial Association. He is responsible for managing client relationships, expanding peer groups and growing consortium participation, and enhancing existing and developing new benchmarking programs. John has a background in retail financial services analytics and growth strategy development. He previously led the Finalta team in North America for McKinsey and was a Partner at The Cambridge Group. He also has financial services consulting experience with The Boston Consulting Group and started his career as an Investment Banker with Deutsche Bank. John holds an MBA in Strategy and Finance from the Kellogg Graduate School of Management and a BA in Economics from Brown University.
Ian Wright
Chief Strategy Officer
Equifax IXI Network
About Ian
Ian Wright is the Chief Strategy Officer for the Equifax IXI Network, the largest marketing-focused consortium of banks and wealth management firms. Mr. Wright drives the network's strategy, engages clients on complex projects to drive ROI and creates compelling marketing solutions that tackle his clients' most pressing issues. He previously led product strategy and innovation efforts across marketing, addressable advertising, and identity resolution markets for Experian Marketing Services.
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