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Every Deal is a Deposit Retention Strategy

Since 2018 the average bank deal above $5 billion has seen 11% in consumer deposit attrition, with the bottom quartile losing more than 17%. That kind of forfeiture can be existential. Early missteps in the deal trigger outflows that are difficult to reverse and expensive to replace. Acquiring institutions need to execute two missions simultaneously: protect the inherited franchise and articulate a compelling forward-looking value proposition.
READ TIME: 7 MINS

March 23, 2026

With Deposit Growth Flat, Retention is Your Hidden Profit Center

This is the second in a series of reports on the current state of consumer banking and how decision intelligence is quickly and dramatically altering the industry as we enter the first full year of AI-native banking.
READ TIME: 1 MIN

January 22, 2026

CDs Are Increasingly Looked to for Both Offense and Defense

The Federal Reserve made three rate cuts in the last four months of both 2024 and 2025 – a total of 100 bp and 75 bp, respectively.
READ TIME: 1 MIN

January 15, 2026

Déjà Vu or Start of a Normal Rate Cycle? Cutting Through Noise to Act Fast

The falling rate cycle that started a year ago has had starts and stops and started again with this September and October rate cuts. Return to normalcy has been delayed due to the macro impact of trade and immigration policies, and 2026 deposit growth could vary widely.
READ TIME: 9 MINS

November 5, 2025

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