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Case Study & Lessons Learned: Interactive FI Discussion

Join for an on demand Webinar.

Recorded at the RDC Summit 2013
Overall session rating: 4.5
Overall speaker rating: 4.7

This webinar is sponsored by:  


Viewing Information: Continuing Education Credits:
1.0 CPE credits for CAPP/CAPA
1.2 AAP
1.2 NCP


This webinar was recorded live at the RDC Summit 2013.  

RDC’s continuous evolution and growth has presented many opportunities and challenges for financial institutions over the years. From branch and corporate capture to mobile deposit and small business RDC, the lessons learned from industry pioneers can be applied to improve the efficiency and risk management for the entire industry. This case-study and audience participation session will prove to be a can’t miss session for any financial Institution.

Key take-aways:

  • Hear from  a leading Financial Institution who has offered RDC for years; lessons learned, surprises, experiences, advice and more.
  • Understand industry-wide challenges and opportunities.
  • Discuss challenges and trends facing the industry now and in the future.

Expert Panelists:

  • Andrea Connell, VP, Senior Product Manager, Bank of America
  • John Leekley, Founder & CEO ,


Viewing Information:

  • Exclusive for members. Become a member
  • Length: 58 minutes



Select Slide Previews:

Case Study & Lessons Learned: Interactive FI Discussion    

Webinar Slide Titles:

  • Title Slide
  • Case study:Identifying and selling to the right target client profile - it’s not just about volume anymore
  • Knowing what to sell, when and to whom
  • The challenges - past, present and future
  • Increased focus on risk
  • Clients wanting more to do less- sealing the deal
  • Interactive Discussion
  • Questions?
  • About The Presenter

Additional Information and Resources:

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