Conference attendees are looking for innovative ideas in the retail banking industry that inspire them to connect with customers in new and unique ways. Our presentations go beyond a sales pitch and instead are used to educate retail bankers on a variety of topics.




Mike’s strategic, consumer-based and analytical approach to solution development and rollout to StrategyCorps’ clients provides real world verification of what works and what doesn’t work. Molding this approach into a prescriptive “best practices” delivery provides attendees with highly impactful and implementable takeaways that can be applied to their individual situation.



Dave DeFazio, Partner

Dave works directly with bank clients to design, build and implement a variety of checking, marketing and training programs. His extensive financial services experience and continuous research in the field ensures each product and service meets the needs of today's retail bankers.

Presentation takeaways:

  • Understanding trends in retail banking, mobile banking and checking account design
  • Simplifying accounts and making them more profitable
  • Applying marketing tactics of today’s best retailers
  • Employing simple tools to improve branch selling
  • Adding product features that deliver more value to customers
  • Growing customer friendly fee income in practical ways
  • Making products relevant for today’s technology savvy banking customers

Key events where we have presented include:

  • ABA Annual, Marketing and Community Bankers Conferences
  • ABA Seminar for Presidents
  • BAI Retail Delivery Conference
  • The Financial Brand Forum
  • Finovate
  • Bank Director Acquire or Be Acquired and Growth Conferences
  • American Banker Retail Best Practices and Small Business Banking Conferences
  • BankWorld, BankHorizons, BankNext and The Bank Summit Conferences
  • IN, TX, NC, SC and PA Banking Conferences
  • NY, CT, WA, VT Bankers Association Workshops

To request a speaker for your event, contact Lauren Robertson at 615.263.7757 or