OnDemand Webcast

The lending landscape has evolved dramatically over the past decade. Competition is hitting banks from all angles, most notably across HELOCs and the rapidly growing personal loan space. To succeed, banks must effectively compete and sometimes partner with fintechs across a host of lending products. 

 This new lending landscape demands a more customer-centric focus — getting the right product to the right customer at the right price.

 In this presentation, we will discuss how the blurring of product boundaries are affecting financial institutions and what they can learn from their competition. We will also dig into how to optimize pricing across products while delivering a more customer centric approach in order to create more enduring client relationships.


  1. Why the lines between products are starting to blur, requiring bankers to take a more customer needs-based approach as they define and market financial solutions.
  2. New thinking on pricing strategy. Today, it is not just about cost and risk: demand-side pricing and loan level customer elasticity leads to happier customers, larger balances, and more profit for investing back into making customers delighted.
  3. Real examples of where banks have succeeded from reorienting around what customers really want


  1. Insights on the lending spectrum and predictions for how this ecosystem will evolve over the next few years
  2. Examples of what to learn from your competition and opportunities for partnership
  3. A new view of customer-based pricing and how this accelerates growth and develops enduring customer relationships

Joe Zeibert
Steve Barkin




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