Loading Events

« All Events

  • This event has passed.

Data analytics: how to use your data to drive business decisions

January 22, 2020 @ 11:00 am - 12:00 pm EST


Participants of the live webinar will be eligible for 1r free CPE credit.

Banks have been collecting data on their loans, deposits, and customers for years so why not use that data to better understand their risks and opportunities. Through data visualization platforms, institutions can more effectively manage its loan portfolio by assessing concentrations, credit risk, and pricing strategies to successfully navigate through the current interest rate environment and potential future economic downturn.

Join Baker Tilly’s depository and lending industry leader for a discussion that will explore data analytics and how it provides banks with key insights surrounding its deposit base to better compete in this extremely competitive deposit market all while limiting impacts to its margin. Our industry specialists will also explore how data analytics can aide in accomplishing an institution’s strategic growth initiatives.

Key learning objectives

  • Describe the importance of collecting and analyzing your own data
  • Identify what data points are needed to drive effective business decisions
  • Illustrate strategies to identify key areas of risk within your loan portfolio
  • How to better understand your customer’s behaviors through your data to more successfully retain the accounts in the future
  • Describe key factors to assess when developing your growth strategy whether organically or through M&A
  • How to segment your portfolio to better price loans and deposits
  • Develop region-specific marketing strategies when launching new products and services
  • Summarize the benefits of the visualization software, Tableau, and how it can be used within your institution

Who should attend?

Depository and lending institution executives.

Information about CPE eligibility

There are no prerequisites for this webinar and advance preparation is not required. There is no cost to attend this webinar.

Level: Basic

CPE credit: One (1) hour total credit

Field of study: Specialized Knowledge

A certificate of completion will be emailed to you four to six weeks after the event.

For more information regarding administrative policies such as complaint and refund, please contact our offices at + (608) 240 2522.

Baker Tilly Virchow Krause, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: learningmarket.org.

Leave a Reply

Subscribe Here