WATCH: Navigating Rate Drops: Strategies for Managing NIM

As interest rates fluctuate, maintaining a stable Net Interest Margin (NIM) is a critical challenge for financial institutions. In this in-depth webinar, Steve Poynot, President & COO of Capital Bank, and Kim Snyder, CEO & Founder of KlariVis, share their expertise on how banks can leverage data to optimize NIM, enhance profitability, and improve decision-making processes. This conversation offers actionable insights into how banks can proactively manage their portfolios using real-time data.

What you’ll learn:

• How to identify and correct rate anomalies in real-time to protect your margins.
• Strategies for optimizing loan and deposit pricing using daily data analysis.
• How to empower teams with data-driven tools and promote accountability.
• Techniques for managing liquidity and customer relationships to drive profitability.

Video Markers:

• [04:00] Real-Time Data in Managing NIM
• [07:30] Data-Driven Decision Making and Bias
• [10:00] Balancing Loan and Deposit Rates in a Changing Market
• [13:30] Tracking Through-the-Door Data for Profitability
• [18:00] Empowering Teams with Data and Accountability
• [22:00] Correcting Errors Early: Impact on NIM
• [25:00] Planning for Future Rate Changes
• [30:00] Understanding Customer Flows and Relationship Management
• [36:00] Measuring Performance and Building a Data-Driven Sales Culture
• [44:00] Closing Thoughts and Advice for Financial Institutions