Web Seminar

Strategies for winning & defending loan opportunities in 2025

Past event date: December 4, 2024 Available on-demand 60 Minutes
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As competition for loans intensifies, how will your business stand out?

With interest rates trending down, over 60% of consumers are ready to refinance if they find a better deal. While many prefer to borrow from their primary bank, competitive rates often sway their decisions. This is your moment to strengthen customer loyalty and capture new opportunities before they slip away.

Leading financial marketing experts share actionable strategies to attract and retain loan customers in a highly competitive market.

You'll learn:

  • Proven techniques to win more loan customers and keep them loyal
  • How to design personalized loan offers that resonate with your audience
  • How to monitor all three major credit bureaus and respond within 24 hours when your customers apply for loans elsewhere

Register now to learn how to put data, AI and continuous innovation to work for your marketing strategy!

Speakers
  • Wendy Erhart
    Client Strategist
    Vericast
    (Speaker)
  • Monique Dattilo
    Client Strategist
    Vericast
    (Speaker)
  • Mike Sisk
    Contributing Editor
    American Banker
    (Moderator)