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Using BISA’s Smart Investment Study to Engage with Your Institution’s Management

Smart Investment:  Evaluating the Total Return on Investment Services to the Banking Enterprise reconfirms that households which have an investment relationship with their bank or credit union exhibit greater loyalty to the institution, use more banking products, remain customers longer, and contribute more core banking income to the overall banking enterprise.

Join Tim Kehrer of Kehrer Bielan Research & Consulting, who was commissioned by BISA to conduct this data-driven research, and Mike Miroballi, chair of the BISA Research Committee, on Thursday, February 13, 2020 from 2:00pm – 3:00pm EST as they describe:

  • how the estimates of the impact of investment services on the use of deposit and loan products were constructed
  • the data sources
  • how to translate the estimates of increases in deposit and loan balances into income to the bank

This webcast is free for BISA members.

The session will provide an interactive demonstration of the Smart Investment Calculator, and how you can leverage the Calculator to engage with the management of your institution about the impact of increasing investment services penetration on core banking income.  


Complete the form below to register for this webinar:


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