Adapting for 2025: Strategic approaches to banking growth

It’s time to put 2025 in focus with top strategies to grow deposits and build stronger customer relationships. By optimizing digital experiences and offering personalized loyalty programs, financial institutions can deepen engagement and attract new deposits.

Learn how AI and operational improvements can help your institution stay compliant, efficient, and ready for the future. Get practical insights to help your institution thrive in a rapidly evolving landscape.

Key takeaways:

• Customer loyalty & retention: Drive deposit growth by nurturing existing relationships, enhancing loyalty programs, and leveraging cross-sell opportunities to boost retention, lower costs, and strengthen liquidity.
• Seamless omnichannel experience: Deliver a consistent experience across all touchpoints, from mobile to in-branch, creating smoother journeys that encourage new deposits.
• Operational efficiency: Use AI tools and methods to improve workflow efficiency, maintain compliance, and offer faster, more secure service for account holders.

THOUGHT LEADERS:

Wes Zauner
Vice President of Product
MeridianLink

Wes Zauner, Vice President of Product at MeridianLink, brings a wealth of experience in product management and leadership roles. For the past 10 years, he has worked to bring new products to market in banking and consumer reporting with a focus on both product development and commercialization. Wes now oversees product strategy and user experience design for MeridianLink’s retail lending and account opening capabilities, guiding financial institutions toward digital maturity and transforming outdated systems into modern ecosystems that deliver automated experiences. Prior to joining MeridianLink, Wes held engineering roles in both product development and sales.

Isio Nelson
Managing Director, Research & Thought Leadership
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.