Deposit Growth & Member Affordability
Success in 2026 requires a dual-focus strategy: securing the liquidity necessary for growth while remaining a steadfast partner in member affordability.
This session explores how to move beyond traditional, fragmented data to gain a 360-degree view of a member's financial life. We will discuss how to use household-level wealth insights to identify 'held-away' assets at competing institutions, providing a clear path to increasing deposits and wallet share. Simultaneously, we will examine the concept of financial durability—a holistic approach to understanding a member’s true capacity to spend, save, and borrow. Attendees will walk away with actionable strategies to drive deposit growth and provide personalized support to members, ensuring institutional stability and member financial wellness.
Date & Time
May 19, 2026
10 - 11 a.m. CT
Who Should Attend?
Staff, volunteers and CEOs at small credit unions (under $100M in assets).
Speakers:
Tom O'Neill
Tom O'Neill brings over 25 years of experience leading analytic consulting engagements within financial services and other industries. As a senior advisor at Equifax, O’Neill provides analytic thought leadership to client senior management, public forums, and various industry and advisory councils. Tom has been responsible for producing weekly market insight summary reports for client groups spanning industries and lifecycle stages. He also regularly presents macroeconomic and industry trends within various forums.
Ian Wright
Ian Wright is the chief strategy officer for the IXI Network, the largest marketing-focused consortium of banks, credit unions and wealth management firms. Wright drives the network's strategy, engages clients on complex projects to drive ROI and creates compelling marketing solutions that tackle his clients' most pressing issues. In his role, Wright leverages more than $30 trillion in deposit and investment position data to deliver thought leadership and identify market trends that address financial services marketers’ most pressing challenges.Wright previously led product strategy and innovation efforts across marketing, addressable advertising, and identity resolution markets for Experian Marketing Services and data product management at Claritas.
