Here’s how the call works:
First we’ll review your goals. Every successful journey starts by knowing your desired destination, and deposit profitability is no different.
Then we’ll examine your current situation. It’s important to know what we have to work with, what you’ve already tried, and where you have concerns.
Finally, we’ll look at your alternatives. I’ll diagnose based on what I see, and we can discuss your specific improvement options.
Then, if you like what you’ve heard, we’ll talk about how to move forward together.
But don’t worry. You don’t have to make a decision right away. There’s nothing to buy on the call. Our deposit profitability approach requires us to work closely together so I just want to have a conversation on the phone to see if it’s a good fit.