LIVE WEBINAR
Tuesday, June 17th | 11am PT | 2pm ET
Duration: 1 hour
Can't make the live date? Register and we'll send you a link to the recording. ​

With loan demand softening and competition for deposits at an all-time high, financial institutions are rethinking how they attract—and keep—deposit customers. From fintechs offering high-yield accounts to megabanks with slick digital onboarding, today’s consumers and small businesses expect fast, intuitive, and personalized experiences—starting with deposits.

This webinar explores why deposits are top-of-mind for banks and credit unions—and how leading institutions are using technology to compete smarter. You’ll learn how credit unions can balance personal service with digital convenience, and how smaller and mid-sized banks can deliver onboarding experiences once limited to the largest players. We’ll also hear from Univest, a regional bank actively refining its SMB deposit strategy, with insights on how to meet evolving customer needs in today’s market. Topics include how to:

• Modernize account origination to reduce abandonment
• Deliver a seamless, personalized deposit experience
• Compete with fintechs and megabanks by breaking down silos
• Overcome tech challenges without a core conversion
• Drive long-term growth by aligning deposits with lending

SPEAKERS

Kevin Trilli
Chief Product Officer
Amount
 

Neil McHugh
​EVP, Managing Director, Deposit Strategy & Program
Univest