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GFMI to Host the 2nd Annual Retail Deposit Optimization and Strategic Management Canada Conference on April 18-20, 2016 in Toronto, ON, Canada

Join Leaders of Retail Banking & Deposits, Retail Products, and Retail Treasury as They Share Strategies to Best Attract and Retain Customers in the Unpredictable Interest Rate Environment

/ -- TORONTO, ON--(Marketwired - February 11, 2016) - GFMI will host the 2nd Annual Retail Deposit Optimization and Strategic Management Conference on April 18-20, 2016 in Toronto, ON, Canada. This 2nd installment of the Retail Deposit series allows leaders from financial institutions to learn from their experienced peers in how to develop new strategies to attract new clients while maintaining existing clients, optimize deposit strategies, and understand and use data to aid with product innovation.

Learn from key practical case studies:

  • Vancity Group discuss the role of deposits when meeting liquidity requirements
  • Bank of Montreal illustrate the importance of leveraging customer data
  • Servus Credit Union demonstrates the need as well as the pitfalls of deposit innovation
  • DUCA Financial evaluate the effects of branch modernization
  • Mountain View Credit Union weigh the advantages and disadvantages of differing deposit pricing methodologies

Featuring Case Studies from Leading Retail Deposit and Banking Experts, including:

Christine Canning
Managing Director, Retail Deposits
Bank of Montreal

Ian Glassford
Chief Financial Officer
Servus Credit Union

Warren Van Orman
Vice President, Finance
Mountain View Credit Union

Ray Hama
Director, Treasury Liquidity and Funding
Vancity Group

Jeff Wood
Treasury, Operations
First West Credit Union


"The great discussions and networking allow you to speak about ideas and opportunities in the deposits industry." ‎Vice President, Head of Deposits & Investments, Tangerine Bank

"This was a well organized event! The topics chosen and guest speakers were great, with strong networking opportunities." Senior Product Manager, ATB Financial

"Great conference learned a lot and made valuable new relationships." Head of Retail, Scotiabank

Check out the conference brochure here or email Rachel Strug, Digital Marketing Coordinator at

About Global Financial Markets Intelligence

GFMI is a specialized provider of content-led conferences for the financial markets. Carefully researched with leading financial market experts, our focused quality events deliver key bottom-line value through targeted presentations, interactive discussions and high-level networking opportunities. 

Rachel Strug
Digital Marketing Coordinator