Keynotes

Jeff Rendel’s programs and systems for financial institutions deliver entrepreneurial results in sales, service, and strategy. Designed as keynote addresses, breakout sessions, and half-day workshops; these programs easily expand, combine, and fit into full-day events, executive retreats, and planning sessions. When in-person facilitation just isn’t feasible, digital delivery of all programs is a great option. Learn more at Virtual Programs.

10X Financial Institutions™

  • 20 Trends That Will Shape Your Bank's Future.
    The financial services industry is evolving faster than ever, and banks must stay ahead of emerging trends to ensure long-term success. From the rise of fintech partnerships and the integration of AI and automation, to shifts in customer expectations around personalized services and digital-first banking, discover how to strategically position your bank for growth. More important, learn how to act upon these trends, developing strategies to integrate new technologies, redefine your customer engagement approach, and innovate your offerings to meet future demands. By embracing these trends, your bank will be better equipped to deliver exceptional customer experiences, capture new markets, and thrive in a competitive landscape.
  • The KPIs of Relevance.
    In an ever-evolving financial ecosystem, examining traditional business models helps ensure relevance in the dynamic landscape of financial services. As the pace of innovation accelerates, established archetypes face the risk of becoming obsolete if they fail to adapt swiftly. In this session, we: shed light on the technological frontier; decode evolving consumer expectations; interpret risk management in the digital age; learn where to fearlessly innovate, collaborate, and compete; and, address the cultural shifts required to foster inventive and agile systems. Learn how you can measure relevance and secure a thriving future in the face of disruptive forces.
  • The Growth Blueprint: Strategies for Scalable Success.
    The common thread among growth-oriented banks is scale: top line, bottom line, and with the customer experience. Discover how to: Achieve sustained growth by adopting innovative and agile strategies tailored to your bank’s unique strengths; Capture tools for identifying new market opportunities, leveraging customer data for personalized offerings, and creating impactful digital outreach campaigns; and, Explore partnerships, mobile-first banking trends, and how to build a growth strategy that balances short-term wins with long-term stability.
  • Sales is Not a Strategy; Service is the Key to Growth.
    Hundreds of the most customer-centric companies and financial institutions, with exceptionally reliable rates of growth, have learned the secret to sales – service. These industry leaders live for their customers, provide outstanding experiences, market sharply, experience elevated levels of retention, and have become a permanent place in their customer’s lives. Understand the strategic advantage of service and its predictable role in growth, revenue, and lifetime value.
  • Leading at the Speed of Customers.
    A clear-cut connection exists between experiences, expectations, and engagement with your financial institution. Understanding every point of a customer’s relationship helps you benchmark, measure, and improve the experience. Designing an experience strategy involves recognizing expectations, addressing all stages of an experience, and delivering an effortless result. By focusing on the customer’s wide-ranging journey, and how easy your financial institution is to do business with, your financial institution can stand out and dependably deliver exceptional experiential, financial, and engagement-worthy value.
  • Next is Now – Driving Disruption, Accelerating Innovation, and Outthinking the Competition.
    Innovation is more than a corporate value. Your customers are counting on you to deliver resourceful products and services to better their lives and businesses. Innovation is a standard action practiced by financial institutions creative and ambitious enough to shape the future of their business, one idea at a time. Practical disruption steadily tinkers with your business model; welcomes new insights and ideas; and, recognizes that rigor, discipline, and execution make up the differences between businesses that flourish, flounder, or fold.

10X Sales™. 10X Service™

  • Never. Stop. Marketing.
    In a world of continuous transformation, your bank’s marketing must be relentless, adaptable, and always in motion. This program emphasizes the critical need for consistent, evolving marketing strategies that drive growth and create a lasting impact. We discuss how to: Transform your brand presence by building mind share that leads to wallet share; Maintain marketing momentum through fresh, data-driven campaigns that resonate with customers and potential customers alike; and, Explore ways to leverage digital tools, social media, and community engagement to keep your bank top of mind in an increasingly crowded marketplace.
  • The New PFI: Permanent Financial Institution.
    Your bank can’t be all things to all customers; but, it can be a permanent, long-term, part of a financial relationship which creates added lifetime financial value. Becoming a new kind of PFI involves: Integrating AI, predictive analytics, and human-centered design to create "wow" moments that foster deep loyalty and long-term retention; Retaining customers that become brand advocates, enhancing awareness and consideration; Building robust experiences that increase customer engagement and greater product adoption; and, Creating a brand reputation that drives growth and market share, elevating your bank to becoming a financial institution of choice – and action.
  • Would You Hire This CSR?
    The most customer-centric companies in the world recognize that service is the principal driver of customer growth, retention, and lifetime value. Their business models are built around customers’ success; and, their customer performance indices validate their standing. To create the most loyal sets of customers, utilize these most up-to-date concepts to refine your financial institution’s service model and create a service team that any customer-focused enterprise would aspire for itself.
  • An CSR at Every Desk – The Customer-Centric, Service-Focused Culture.
    Customers are your most valuable assets; they provide for your ability to grow. Every role at your financial institution leads to the same results – customers’ success, experience, and contribution to profit. If you want a culture that supports top-line growth and stellar performance; align your sales, service, and support systems with your strategic choices. A “Customer First” approach and a results-based culture helps your financial institution increase sales, service levels, and profits. All hold the title of “CSR” and individually help your financial institution earn the right to grow for and with its customers.

10X Leadership™

  • Leadership for Growth: Executive Excellence in Action.
    Bank executives are expected to lead high-performing teams that deliver exceptional results and sustainable success. Advanced leadership strategies and practical applications help build agile, cross-functional teams that thrive in uncertainty and drive innovation. Discover how to: Advance a culture of accountability, collaboration, and outcomes that consistently achieves organizational goals; Lead with clarity and vision, aligning your team with strategic growth initiatives; and, Enable your leadership team to create a dynamic, results-oriented environment that positions your bank for long-term success and outstanding execution.
  • Strategic Leadership Begins with You.
    Forward-thinking leaders with strategic expertise are critical for leading your bank and its plans for growth. As the business backdrop continues to swiftly evolve, banks need strategic thinkers and doers, at all levels, who can recognize probable challenges, devise approaches for execution, and mentor teams to success. Strategic leadership encompasses: leading change; data- and scenario-based decision making; coaching for results; innovation; and, accountability. Learn how to lead yourself, your team, and bank with up-to-date tools, skills, and plans to stay in the lead and with an ongoing competitive advantage.
  • This Isn’t the Financial Institution I Came to Work For – Leading Breakthrough Change.
    Change is here – new ventures, restructuring, mergers, culture shifts, and more. Whether it’s creative destruction or disruptive innovation, leadership practices require an unprecedented degree of inventiveness and agility. Most relevant is realizing that leading change happens when one is comfortable, not waiting for the uncomfortable. Discover how to build an army of idea agents and re-inventors who toss same-old-same-old out the door and use pragmatic ingenuity to produce tangible results – ready for any change that can, may, and will come your way.

10X Governance™

  • Next-Gen Board Governance: Building a Future-Ready Board.
    As banks and executive teams evolve with changing customer expectations, business models, and technology; so, too, must boards transform. Prepare your board for the challenges of tomorrow with: A governance strategy that is proactive, agile, and aligned with your bank’s mission; a governance model that supports rapid innovation, digital transformation, and building an engaged board that brings fresh perspectives and insights; and, Practical tools on how to enhance your board's effectiveness in navigating multi-layered financial, competitive, and regulatory environments.
  • A Dashboard for Strategic Governance.
    As your financial institution grows, governance and long-term strategic focus become more important. Building a governance dashboard of success – focused on customer value, market presence, leadership, and board excellence – allows your board to concentrate on strategic matters of opportunity, investment, direction, legacy, and perpetual relevance. Study a dozen board-focused metrics that elevate the board’s value to customers, the CEO, and coming generations of board leadership.
  • How to Be a Great Board Chair (or Support the One You Have).
    As Board Chair, your leadership responsibility is unique. Your central role is to create and foster a culture that produces conditions for valuable group discussions between directors and the CEO. Since the Board speaks with one voice, establishing consensus on strategy and executive action is significant. From consulting work with hundreds of Board Chairs, learn the ten principles on how you can deliver these outcomes for your Board and CEO. And, if not the Board Chair, how you can increase the value you supply as an integral part of the governance team.
  • CEO Success Planning.
    Planning for CEO success “today” is just as important as CEO succession planning for “tomorrow.” For your CEO to be effective, successful, and fulfilled, future-focused boards work with their CEOs to ensure the correct mix of: compensation; incentive; retention; professional development; and personal accomplishment. Move beyond the annual evaluation and embrace a CEO success plan that evolves in real time with your financial institution, developing a CEO who delivers results that matter most for customers, employees, and your financial institution.
  • After the Handshake: Getting CEO Transition Right.
    Succession planning doesn’t end when a new CEO is hired or appointed. The CEO transition process is equally, if not more, important to maximize your new CEO’s chances for success. Designing a plan for CEO transition involves: your Board; incoming CEO; and, at times, outgoing CEO. A comprehensive checklist for a successful CEO transition is significant to address culture, expectations, feedback, relationships, and roles. Transitioning to a new CEO is an exceptional opportunity for a Board to continue ensuring the finest leadership for the financial institution’s customers and professionals.