Data-Driven Strategies to Grow Accounts, Lower Costs and Expand Market Share

February 25 , 2025

A free webinar brought to you by CUNA Strategic Services and ADVANTAGE.

Featured Speakers: Jennifer Simmons, VP National Alliance, and Brian Cole, ADVANTAGE

For 54% of executives, growing deposits is their top challenge. Factors such as increased competition for deposits, compressed margins, and the increased focus on liquidity have made deposit growth a critical focus for 2025. Today’s landscape is marked by intense competition – from big banks to digital banks and fintech's – putting upward pressure on acquisition costs.

Furthermore, achieving sustainable growth goes far beyond simply acquiring new accounts – you must also secure the coveted primary financial institution (PFI) status. Learn how to attract the right prospects that align with your mission and vision, reduce the cost of acquisition, and strengthen account holder retention and loyalty.

Key takeaways:

• Data-Driven Growth Strategies: Learn how to leverage data analysis to pinpoint and attract high-value prospects, ensuring a more effective and strategic approach to account acquisition.
• Reducing Acquisition Costs: Discover proven methods to lower the cost of acquiring new accounts while increasing cross-sell opportunities.
• Building Long-Term Relationships for Sustainable Revenue: Gain insights into strategies that drive long-term member value, strengthen primary financial institution (PFI) status, and support responsible revenue growth.

About Advantage

ADVANTAGE, powered by JMFA, is dedicated to empowering financial institutions with strategic solutions for growth and success. Our comprehensive services include overdraft program consulting and compliance, checking account acquisition strategies, contract negotiation expertise, and consulting for technology strategy, evaluation and selection. With a rich history of serving credit unions nationwide, we are committed to delivering exceptional value and fostering long-lasting partnerships. Choose ADVANTAGE, to elevate your performance, identify new opportunities, and build more value.