Events
Explore our upcoming and past events to stay informed on the latest insights shaping the financial services industry.
Upcoming Events
On Demand Webinars
Deposit Retention and Growth Segmentation
Why Smarter Banks Focus on the Depositors Who Are Starting to Wake up
IFM’s Rob Reale and Vanessa Kaspar explore how behavioral transaction intelligence is reshaping deposit retention and growth strategies for banks and credit unions. Using insights inspired by recent Harvard Business School research, they discuss how institutions can identify early signs of customer movement, better understand relationship behavior, and focus engagement efforts on the depositors who are already starting to “wake up.”
June 25th 2026 | 11AM EST | Virtual Meeting
CashFlow Analytics SuiteTM
Key Take Aways:
- Your transaction data already contains valuable insights—the opportunity is understanding it, not collecting more of it.
- Cash-flow analytics reveal customer behavior, enabling better segmentation, more personalized engagement, and stronger relationships.
- Explainable, transaction-based insights provide confidence for business users, executives, and regulators.
- Analytics should drive action, supporting deposit growth, retention, lending, wealth opportunities, and marketing effectiveness.
- IFM helps institutions normalize, recognize, and capitalize on transaction intelligence to uncover growth opportunities already hidden in their existing data.
Transaction data holds powerful insights—but only if you know how to activate it.
In this webinar, IFM explores how financial institutions can leverage business triggers to transform raw data into strategic action enabling more relevant engagement, better timing, and stronger customer outcomes.
View this session to gain a new perspective on how to unlock the full value of your data.
What You’ll learn:
- How daily ACH and card transaction activity can reveal early signals of deposit attrition
- How to identify, predict, and then act on high-impact deposit moments including tax refunds, bonuses, and insurance payouts using historical transaction patterns
- How to develop a deposit book of business program with banker call lists powered by daily transaction signals
- How to identify cross-sell opportunities with your business customers based on their competitive services profile
What You’ll Learn:
- Why transaction data matters more than ever for financial institutions
- What transaction data can reveal about customers, behavior, and opportunities
- The gap between the data FIs have and the insights they actually use
- How a smarter approach to transaction data can drive better decisions and differentiation
IFM Lending Webinar Series
What you will learn:
- Discover why most banks are leaving millions in lending opportunities untapped—and how to unlock them with the data you already own.
- See how cash flow insights can transform every stage of the lending lifecycle—from smarter marketing to more effective collections.
- Learn how IFM’s proven approach gets banks up and running in as little as 60 days.
SESSION II: TURNING CASH FLOW DATA INTO ACTIONABLE INSIGHTS
What you will learn:
- Validate borrower income, from traditional paychecks to gig economy side hustles
- Uncover hidden risk by spotting Buy Now, Pay Later (BNPL) usage not reported to bureaus
- Detect undisclosed deposits to strengthen risk assessment and decision-making
You’ll Learn How Banks:
- Improve targeting – leverage income, BNPL, and usage of competitors’ borrowing service insights for acquisition, account management and collections targeting
- Improve customer experience – lower application declines and meet income sufficiency compliance without bothering the customer
- Lean on a partner, like IFM, to help implement a solution in less than 60 days
Ready for a free demo? Set up a quick chat at a convenient time to learn more.
Have Questions? Give us a Call
Minneapolis Office
Phone: (815) 708-8981
Washington, DC Office
Phone: (703) 856-4060
Japan Office
Phone: +81-3-6861-7647
Cell: +81-90-9814-4248