VBA Endorsed Provider Lunch & Learn Forum
The Relationship Growth Playbook
In today’s competitive banking environment, attracting deposits is only the beginning. Long-term success requires a strategy that not only brings new customers through the door but also deepens relationships and retains valuable balances.
Join VBA Endorsed Providers Vericast, ServisFirst, and IntraFi for an afternoon of insights and practical strategies designed to help financial institutions grow and strengthen customer relationships. Attendees will learn how data-driven marketing can drive deposit growth, how branded credit card solutions can increase customer engagement and fee income, and how liquidity management tools can help retain high-value deposits while enhancing balance sheet performance.
Walk away with actionable ideas to help your institution acquire, deepen, and retain the relationships that drive sustainable growth.
Agenda
11:00 – 11:15am – Welcome & Kickoff
- VBA welcome remarks
- Program objectives
- Setting the stage: growth, engagement, and deposit retention in today’s market
11:15am- 12:00pm – Acquire: Attracting Deposits in
Today’s Competitive Environment
Presented by Vericast
Key Topics:
- Consumer behavior trends shaping deposit acquisition
- Data-driven product marketing strategies
- Account acquisition and growth opportunities
- Reaching and converting high-value prospects
- Measuring acquisition effectiveness
Takeaway: How banks can attract the right customers and accelerate deposit growth.
12:00 – 12:45pm – Networking Lunch
12:45 – 1:30pm – Deepen: Beyond the Deposit – Growing
Customer Value Through Card Solutions
Presented by ServisFirst
Key Topics:
- The role of card programs in relationship banking
- Commercial and business credit card opportunities
- Generating fee income
- Increasing customer engagement and retention
- How branded card programs help banks compete
Takeaway: How banks can deepen customer relationships, increase wallet share, and generate additional fee income through branded credit card solutions that strengthen long-term customer loyalty.
1:30 – 1:40pm - Networking/Refreshment Break
1:40pm – 2:25pm – Retain: Protecting Deposits &
Optimizing Liquidity
Presented by IntraFi
Key Topics:
- Managing and retaining large deposit relationships
- Leveraging reciprocal deposit solutions (ICS® and CDARS®)
- Liquidity management strategies
- Protecting commercial and municipal deposits
- Enhancing franchise value and balance sheet flexibility
Takeaway: How banks can retain valuable deposits while strengthening liquidity and balance sheet performance.
2:25 -3:00pm – Panel Discussion: Building More Valuable
Banking Relationships
Vericast, ServisFirst, and IntraFi
Discussion Topics:
- Acquiring new relationships in a competitive environment
- Deepening engagement and increasing wallet share
- Delivering customer solutions through product alignment
- Retaining high-value customers and deposits
- Creating a connected strategy for growth, profitability, and liquidity
- Opportunities banks may be overlooking
3:00pm – Forum Adjourns
Registration Information
VBA Members – $45 per person (includes lunch)
About Our Partners
IntraFi helps banks secure large deposits, strengthen customer relationships, manage liquidity, and increase profitability through its reciprocal deposit services, ICS and CDARS. Backed by more than 24 years of experience and a network of 3,000+ financial institutions, IntraFi provides banks with industry-leading deposit capacity and access to deposit and wholesale funding solutions trusted by thousands of institutions nationwide.
ServisFirst offers a turnkey branded credit card program that helps banks expand customer relationships, increase non-interest income, and deliver competitive retail and commercial card solutions. With marketing, portfolio management, and program support included, banks can offer a robust credit card program without the complexity of managing it in-house.
Vericast helps financial institutions attract, engage, grow, and retain customers through data-driven marketing, analytics, and integrated digital and print solutions. With expertise in customer acquisition, retention, insights, and payment solutions, Vericast partners with banks to build customized programs that strengthen customer relationships, enhance brand awareness, and drive growth.