BAI Webinar

A modern account opening playbook: 3 strategies for growth


Watch now!

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RECORDED: June 26, 2024
TIME: 1:30 - 2:30 PM CT

Looking to optimize commercial and retail deposit growth and improve operational efficiency across all banking channels?

In this fireside-chat-style webinar, Nathaniel Harley, co-founder and CEO of MANTL, will be joined by Rudy Beeching, EVP, Managing Director of Retail and Business Banking at Veritex Community Bank, to discuss their proven playbook for omnichannel deposit growth.

Learn how Veritex Community Bank successfully digitized its deposit origination across its 29 branches, call center and online simultaneously to drive better business outcomes. The results: over $300 million in commercial and retail deposit growth, higher levels of customer satisfaction, and happier staff.

Key takeaways:

  • How digitizing the account opening experience across all banking channels strengthens relationship-based banking models
  • How your service channels can work together to tackle application abandonment and drive more growth
  • How to introduce online account opening and leverage growth marketing to reach deposit goals at an efficient cost per acquisition
  • The impact of implementing modern software across your branches on account opening volumes and operational efficiency
  • A walk-through of how the bank rolled out the new technology to quickly reach 100% employee adoption and overcame change management obstacles

PRESENTERS:
Nathaniel Harley

Nathaniel Harley
CEO
MANTL

Nathaniel Harley is the CEO and co-founder of MANTL, an enterprise SaaS company helping traditional financial institutions modernize and grow.


Rudy Beeching
EVP, Managing Director of Retail & Business Banking
Veritex Community Bank

Rudy Beeching is a financial services leader with 44 years of combined experience across roles including Community Banking President, Chief Administrative Officer, and Financial Advisor.

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