Rapidly decreasing spreads, unexpected disruption from COVID-19, election year uncertainties, and new competition have banks, credit unions, and farm credit associations fighting for every basis point of margin.

Watch this on-demand webinar to discover how Chief Financial Officers, Chief Lending Officers, and Relationship Managers can leverage relationship data across the institution to improve financial performance. Speakers are Kaufman Hall
finance experts Tom McCarthy and Brad Brockman.

Learn how to:

  • Manage relationships and lay the groundwork for an accurate data foundation
  • Analyze relationship profitability across portfolios to maximize performance,
    understand institutional needs, and stratify clients based on profitability
  • Price new business to meet profitability hurdle rates, ensure profitable growth,
    and create a win-win for the client and institution