A Credit Union Playbook for Reclaiming Lost Deposits скачать в хорошем качестве

A Credit Union Playbook for Reclaiming Lost Deposits

In this episode of Zafin’s Banking Blueprints podcast, host Sam Kilmer, Managing Director at Cornerstone Advisors, is joined by Jaspreet Chawla, Senior Vice President, Product Transformation at Navy Federal Credit Union, and David Ladic, Head of US Sales at Zafin, to unpack one of the industry’s most urgent challenges: deposit outflows driven by heightened rate sensitivity, shifting consumer expectations, and frictionless alternatives from fintechs and brokerage sweep accounts. Together, they explore what it takes to win back “share of wallet” in a world where competitive rates are only table stakes. The conversation highlights how leading institutions are using data, relationship pricing, and personalization at scale, pairing real-time insights with more dynamic, modular product and pricing strategies—to deliver member value, deepen loyalty, and drive sustainable deposit growth.