As CFO, you are often tasked with helping the leadership team balance how to generate meaningful deposits while ensuring a good return on investment (ROI). These can often conflict with each other. This playbook is designed to help your team think strategically about some of your options.

We’ll provide a deep analysis across High-Yield Checking and Savings Accounts and Certificates of Deposit including…

• deposit product characteristics

• economic and operational impact

• strategic use cases, and

• target audiences.