Identifying, Retaining, & Engaging Your Bank’s Best Customers


Not all customers are created equal! An effective and efficient business strategy focuses on a bank’s best customers, the ones who yield the highest long-term profits. In this session, review why this is a winning strategy and uncover the process of identifying those best customers. Attendees will learn how to effectively retain and engage their best customers with predictive analytics, and become better equipped to focus on the right customers with the right message at the right time.

To request playback, email Montana Townsend at

Learning Objectives

● Learn why focusing on a bank’s best customers is an effective business strategy
● Examine tools to identify a bank’s best customers
● Identify the ways to effectively retain and engage best customers using predictive analytics


Nate Derby
CEO, Chief Data Scientist

Nate Derby is a marketing statistician specializing in forecasting customer behavior. He’s done marketing analytics for Nordstrom, T-Mobile, Visa, Wunderman, Intel, Ste Michelle Wine Estates, and a few smaller organizations, but now does this exclusively for community banks and credit unions through his company, Stakana Analytics. He has an MS in statistics from the University of Washington and does active research on this topic.

WiBinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every WiBinar

This WiBinar is ideal for

Director of Marketing, Marketing Manager, Marketing Strategist, Marketing Analyst, Digital Marketing Coordinator